“Julian of Oates Financial Planning has been advising me personally and my companies S4S (UK) Limited, S4S Properties, S4S Team and S4S London  for the past 7 years. Julian’s advice including; pensions (personal & company schemes), mortgage, insurance and other investments has been first class. He always explains the various options in sufficient detail to allow me to make good informed decisions. I am very happy to recommend Oates Financial Planning, I am sure you won’t be disappointed if you are looking for sound financial advice.”

Neil Bullement,  Company Director, Sheffield

“I have worked with Oates Financial Planning for over ten years and find Julian to be informative, attentive and highly professional. As a financial novice, I feel that  he always takes time to explain technical issues and to make sure that I fully understand his financial advice. I feel that the advice I receive means that I can trust in Oates Financial Planning, and have recommended them to family and other professionals.”

Dr Jacqueline Lynch,  Director & Consultant Clinical Psychologist,  Chrysallis Associates Ltd,  Sheffield

“Julian was recommended to us by a friend after having issues with a previous IFA. From day one his advice has been very well researched and has always delivered what has been promised. He has gone above and beyond the service level that I have experienced from a financial advisor in the past. Most recently he has introduced company and personal pensions along with help and advice obtaining commercial, residential and buy to let mortgages. We can’t recommend him and his company highly enough.”

Matthew Everatt, Senior Partner, S4S (UK) Ltd, Sheffield

Here to help

Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them.

We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.

Want to know more?

To find out more or to arrange a meeting with us, please call
0114 2486371, or email info@oatesfp.co.uk