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Oakfield Wealth
Management

For many people, financial planning can seem like a minefield of complex products and even more complex legislation.

At Oakfield Wealth, you'll get truly independent financial advice to help you navigate that minefield at every stage of your life. Our wealth of expertise is underpinned by our strong working partnership with Chase de Vere, part of the Swiss Life Group, helping us provide you with the preferential terms and exclusive arrangements that other independent financial advisers can't offer.

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When it comes to financial planning, no two situations are ever the same.

Everyone's financial situation is unique.

This means that the best solution for your financial future needs to be designed around you as an individual. Only by considering the details of your current situation, your attitude to risk and your future aspirations, can you arrive at the best plan to achieve your goals.

Whether you're a small business owner planning for retirement or a retiree wanting to protect and make the best use of your savings - whatever your situation, we believe in treating you as an individual. Our job is to match your specific needs with the best available solutions.

What we offer