Oakhouse

Independent Financial Adviser  1-4 London Road, LINCS, PE11 2TA
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FCA authorised
Last authorised 26th July 2021
Oakhouse Financial Services values you as an individual and understands that every client’s objectives and aspirations are unique.
We can advise you on
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Unit trusts
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Savings for children
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Taxation planning
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Stockbroking services
Meet our advisers
MR Robin Bates APFS
Chartered Financial Planner
About us

We offer a service to both personal and corporate clients who seek expert financial advice provided in plain English and tailored to the individual. Developing a long term working relationship is key to our wealth planning process.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

1-4 London Road, Spalding, LINCS, PE11 2TA

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