Julian Oakey

Independent Financial Adviser  Room 8 Still House, Farnham, Surrey, GU9 7SW
check
FCA authorised
Last authorised 11th October 2021
'Financial Planning' is the skill of not running out of money.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
Accident & sickness
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
Meet our advisers
MR Julian Oakey ACIB DipPFS
Financial Planner
About us

I am part of City Financial Planning Limited, based in Bath. I have access to a wide base of knowledge and experience should I need it.

Our services

Retirement planning and making the best of limited resources.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

Room 8 Still House, 29 East Street, Farnham, Surrey, GU9 7SW

Similar advisers near you

Independent Financial Adviser 0.14 mi
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
 
Independent Financial Adviser 0.26 mi
We help you achieve your goals in life through expert financial planning as well as providing sharp focused investment management
 
Independent Financial Adviser 0.42 mi
Price Ferguson Farnham Ltd is a small, independent financial advisory firm, based in central Farnham. We have a wealth of experience in dealing with all financial affairs for individuals and small businesses.
 
Independent Financial Adviser 1.12 mi
We believe in the importance of money, not as an end in itself, but as a facilitator of dreams. We charge fixed fees for truly independent advice on retirement, pensions, investments, savings, IHT mitigation, estate planning and protection.