OakTree Financial Services

at , Wakefield , WF1 United Kingdom

1. Financial Planning
2. Bank/Financial Service

We are a new breed of financial advisors, building professional and meaningful relationships with our clients in a modern and approachable way.

Description

Here at OakTree FS we believe financial advice shouldn’t be a necessary evil but the start of an exciting adventure, helping you reach your goals and dreams - whether that be personal or professional! Our Financial Advisors are qualified professionals offering a professional service, but it doesn’t mean we are sat in dusty offices somewhere surrounded by mountains of paperwork. We are a new breed of professional advisors, meeting clients face to face at their homes, places of work or Costa (our favourite). We help you make the most our of your money to achieve your dreams, not tell you how to spend it. We offer a range of products and services to our clients to minimise the need to share personal information with numerous companies or online, as well as maximising the relationship we have with our clients. With our advisors working remotely it means we meet clients where it is convenient for them, not us. The initial meeting is always free and here we can explain our services and discuss how we can work together with you (but don't worry about any hard selling, it's completely obligation free). All fees are explained upfront so there are no surprises and the good news is that not all advice comes with an invoice at the end! Having worked with professionals, sole traders, SMEs and large corporations for many years, we understand the different requirements of our clients and work out a bespoke solution to meet your needs. * Protection policies are advised on fee free, as we receive commission from the providers.

Company Rating

104 FB users likes OakTree Financial Services, set it to 1 position in Likes Rating for Wakefield in Bank/Financial Service category

Summary

OakTree Financial Services is Wakefield based place and this enity listed in Financial Planning category. WF1. Contact phone number of OakTree Financial Services: 07875 329759