Wealth management

The need for sound financial advice has
never been so great

Wealth Management

Why do I need financial advice?

The need for sound financial advice has never been so great. As we emerge from a recession that has severely affected the wealth of the nation and that will most likely lead to a new era of high taxation and less government support, Oakleaf is able to help you maximise your wealth, minimize the effects of taxation*, arrange appropriate protection for you and your loved ones and help you achieve a bright financial future.

Wherever you are on life’s journey, it’s important to look after yourself and those that depend on you for support - your children, your loved ones, and perhaps even your parents in later life.

Focusing on your finances, and understanding how your money is looked after, is a really good way to get some peace of mind and be confident that you’re best prepared for the road ahead.

Unfortunately, it’s usually the tough times that make us question our finances most. A divorce for example, or bereavement will always bring the importance of financial planning sharply into focus. On the other hand, there are also good times to think about. Weddings, potential job promotions, children’s holidays, and time spent with family are excellent reasons for checking that you have your financial matters in hand.

Oakleaf can provide expert advice in the following areas

*Taxation advice is not regulated by the Financial Conduct Authority.

Contact us now for a FREE initial consultation!

Margaret House
2 Devonshire Crescent

0113 268 4341

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