Investment Services We Offer

Plan

Wealth Management

Oakleaf is able to help you maximise your wealth, minimise the effects of taxation, arrange appropriate protection for you and your loved ones and help you achieve a bright financial future.

Plan

Protection

Many of us insure our cars, homes and mobile phones. However far too few of us insure something which is far more important… ourselves!

Grow

Retirement Planning

Retirement planning is about deciding now, what it is you want to do when you finish working and how much you might need to do it.

Grow

Later Life Planning

As the life expectancy of the UK’s population increases, one of the main areas of financial planning comes from older clients looking to improve and extend their needs after retirement.

Manage

Tax Planning

We all understand tax is used to pay for some really important things, such as hospitals, roads and schools, however none of us wants to pay more than we need to and, therefore, understanding what you should and what you shouldn’t pay, is important.

Manage

Estate Planning

Estate planning generally forms part of an overall generational planning strategy for families and loved ones.

The OakLeaf Advice Process

ONE

Start With a Free Consultation

As your time is as important as ours, we conduct an initial meeting to discuss our services and your objectives which provides both of us with an opportunity to ask any questions before making the decision to work together.

TWO

Financial review

Once we have decided to work together, we will complete an in depth review of your current financial situation, financial priorities and your financial aspirations.

THREE

Financial plan & recommendations

When we understand your financial circumstances and aspirations, we will put together a financial plan which details how best to arrange your finances in order to meet these.

Your detailed financial report covers every aspect of your current financial position, areas that should be considered, followed by detailed recommendations. The report will form the basis of your financial strategy and we will use this for implementation and regularly review it to ensure it is fully up to date and continues to fit your financial circumstances.

FOUR

Implementation

Once we have agreed your financial strategy, we will implement your plan, arranging the necessary solutions, liaising with product providers on your behalf.

Five

Ongoing Review

We provide an ongoing review to update you on your investments and any changes in legislation to ensure your portfolio is still appropriate for your needs.

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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