Oates Financial Planning provides impartial independent financial advice to individuals and businesses. We are committed to providing a superior level of service in a professional and friendly manner to offer advice in the following areas of financial planning: Investment & Savings, Pension Planning and Retirement Options, Mortgages including Equity Release and Secured Loans, Protection including Mortgage, Family and Business.
Our aim is to provide strategic financial advice to individuals and corporate clients by offering a personalised service that adopts a holistic approach on all aspects of your finances. We aim to provide a straight forward financial planning service and are totally focused on long term client relationships, as we believe that this is the most effective way for clients to achieve their financial goals.
Our initial client meeting, which generally lasts up to 1 hour, is at our expense. At the meeting we will introduce our company and our standards. We will explain how we are paid for the work that we do and the service that we provide. This meeting also gives you the opportunity to tell us what you expect from us.