About Us

At Oakleaf, our aim is to build long lasting relationships with our clients and help them achieve their financial objectives.

Our Company Mission & Client Vision

 

Welcome

At Oakleaf, we care as much about your financial well being as we do our own.

Our mission

Oakleaf offers truely independent advice and a professional service. 

About us

Oakleaf is a wealth development specialist providing a comprehensive suite of services to both private and business clients, including general financial planning, wealth management, investment strategy, retirement, protection and taxation planning.

Based in Roundhay, Leeds, we work with clients from across Yorkshire and beyond.

Meet Our Team

Ensuring we remain at the financial cutting-edge is taken very seriously and we have a dedicated team of advisers, specialising in financial planning and wealth management. Our Financial Advisers have a wealth of experience, providing financial solutions that are individually tailored to clients needs.

Jill Parkinson

Jill Parkinson

Independent Financial Planner

Jill has particular expertise in estate planning and trusts providing Inheritance Tax solutions to help clients. This also includes generational planning to ensure that wealth preservation is passed down the family line. Jill also has a specialist qualification in Long-Term Care. Her approach to clients is very clear and concise, guiding clients through the complexity of these areas.

Dawn Morgan DipPFS

Dawn Morgan DipPFS

Independent Financial Planner

Dawn joined Oakleaf in 2014 having worked in financial services for over 20 years providing independent financial advice for more than 12 years. Dawn is committed to providing the best possible advice and support in order to build a long and successful relationship with all her clients.

Jo Hovell

Jo Hovell

Independent Financial Planner

Jo has been with Oakleaf since 2018 and joined the Financial Services Industry straight from university 13 years ago, she has worked with a wide range of clients, establishing strong relationships to assist in meeting their individual financial objectives. Jo specialises in investment and pensions and offers her clients a friendly face-to-face approach to sorting their ongoing and future finances.

Contact

Get In Touch

Contact us now for a FREE initial consultation or call us on 0113 268 4341!

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Oakleaf Independent Financial Services Ltd

Authorised and regulated by the Financial Conduct Authority. Oakleaf Independent Financial Services Ltd is entered on the Financial Services Register (www.fca.org.uk/register) under reference 707473.

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