About us

We are an independently owned fully regulated financial planning firm in Sheffield specialising in the provision of independent financial advice to individuals, their families & business owners. We are committed to providing a superior level of service in a professional and friendly manner to offer advice in the following areas:

• Savings, Investments and Tax Efficient Planning
• Pensions and Retirement Planning
• Mortgages and Equity Release
• Personal, Business and lllness Protection

Our aim is to help you identify and achieve your financial goals by giving you advice you can trust. We 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.

At our initial client 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.

Julian Oates – Principal

As the Principal of Oates Financial Planning, I come with over 30 years experience in advising clients. I started my career in a bank as part of the team, before moving to an independent advisory firm, and then forming Oates Financial Planning in 2006.

I invest time every year in updating myself on the latest changes within the financial sector, so you can be assured of the most up to date advice on your investments.