Oakfield Wealth Management Ltd

Independent Financial Adviser  Richmond House, Cheshire, M33 6BB
check
FCA authorised
Last authorised 14th June 2021
We will help you to take care of your financial future, based on your unique circumstances and objectives.
We can advise you on
check
Annuity purchase
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
ISA / Unit Trusts / OEICs
check
Investing for income
check
OEICs
check
Offshore investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group income protection
check
Group life insurance
Meet our advisers
MS Paula Deary DipPFS
MS Heather Cunningham
Director
MS Sue Farrington DipPFS
Director
About us

As a team of truly independent financial advisers we are not tied to any particular suite of financial products, or to specific providers. We pride ourselves on reviewing your needs from an unbiased standpoint and evaluating the best products available in the market place to meet your specific requirements.

With a collective 70-year track record of financial planning expertise, we offer a bespoke service for clients of all sizes. Whether you're a small business owner planning for retirement or a retiree wanting to protect and make the best use of your savings - whatever your situation, we believe in treating you as an individual. We always offer our first meeting free of charge.

Our services

Our initial consultation meeting is always free of charge with no obligation to take on our services. Once we are armed with an understanding of where you stand today and where you want to be, we research available solutions and create your personalised financial plan. At regular time intervals we will review our recommendations to ensure continued suitability and take into consideration any changes to your circumstances.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face

Richmond House, Mersey Road, Sale, Cheshire, M33 6BB

Similar advisers near you

Restricted - whole of market 0.2 mi
Chartered Financial Adviser specialising in Pension advice for all types of pensions including Final Salary Pension Transfers
 
Independent Financial Adviser 0.23 mi
Specialist Pension Transfer Advisers and Financial Planners to UK residents and British expatriates around the world. We set up and maintain financial arrangements for our clients so that they can achieve their important financial goals.
 
Independent Financial Adviser 0.23 mi
We offer a highly professional service, independent of any product providers that is 100% focussed on client needs.
 
Independent Financial Adviser 0.32 mi
Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across Greater Manchester.