With over 70 years' combined experience in delivering independent financial advice and services, Oakfield Wealth's expert team has the knowledge and track record to meet your specific needs.
Just as your financial needs reflect you as an individual, so does the level of support and advice that you require. We also understand that people's needs can change over time, which is why we offer a range of service levels to make sure you get the right amount of attention and support when you need it most.
We are at our most effective when we provide you with comprehensive wealth management advice, taking all of your personal and financial circumstances into account.
However, we are also happy to offer advice on specific areas of your financial needs. You can also scale up or scale down the level of our services that you use at any time, according to your changing needs.
Sue has over 30 years' experience in financial services, with specific expertise in retirement and inheritance tax planning.
Sue spent 16 years as an account manager at a leading life assurance provider and subsequently ran her own successful financial services practice. Most recently she spent 12 years running the financial services arm of a respected accountancy practice and now heads up the team at Oakfield Wealth Management.
Sue is accredited to handle all personal taxation and pension legislation issues and in 2016 was listed in the Vouched For top 250 independent financial advisers, reported in the Sunday Times.
Heather is a Fellow of the Institute of Chartered Accountants and a fully-qualified financial adviser.
Her dual disciplines have enabled her to provide truly comprehensive financial advice to clients for over 20 years. After achieving an MA at Oxford, she has held accountancy posts at Touche Ross in Jersey, Jardine Matheson in Hong Kong and as partner at a leading South Manchester firm of accountants.
Heather specialises in advising family companies and high net-worth individuals on all aspects of their tax, estate and investment planning
Paula has over 21 years' experience in the financial industry and joined Oakfield Wealth in January 2015.
With a Diploma in Financial Planning and specific accreditations in pensions, investments and trusts, Paula ensures client portfolios are constantly reviewed in line with changing economic and legislative circumstances.
Paula is proactively working towards achieving the status of Chartered Financial Planner, the industry-recognised 'gold standard'.
At Oakfield Wealth we believe in playing an active role in the community. We provide pro-bono services to the Cheshire Community Foundation as trustee and treasurer, and hold regular events for clients and partners advising on opportunities for tax efficient charitable donations.