Wealth management services

Honest, independent and insightful advice

The team of professional advisers at Oakfield Wealth offers a completely bespoke service for clients of all sizes.

Get in touch for truly independent, transparent and personalised advice on any of the following requirements:

  • Investment advice
  • Trusts and estate planning
  • Pensions and retirement planning
  • Comprehensive tax planning, including income, inheritance and capital gains
  • Life assurance and critical illness
  • Income protection insurance
  • Corporate pensions
  • Directors' shareholder insurance
  • Keyman insurance
  • Employee benefits
  • Lifetime cash flow planning

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