Oakley Financial Management

Independent Financial Adviser  Oakley Financial Management, Barnsley, South Yorkshire, S70 2JW
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FCA authorised
Last authorised 21st June 2021
We believe that websites can’t advise people on their financial futures, nor should they. When dealing with people's finances.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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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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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
Meet our advisers
MR Dino Nicholas
Mortgage & Protection Adviser
MRS Ann Burton
Independent Financial Adviser
MR Peter Hudson
Principal
About us

Oakley Financial Management is grounded in 70 years of experience in the Financial Services Industry with offices in Barnsley, South Yorkshire and Leigh, Greater Manchester. Oakley Financial Management offers clients a high level of service and commitment in their financial planning. We provide impartial, independent advice on all aspects of financial planning, supported by unrivalled cutting edge technology we aim to provide quality services to established prudent investment and pension strategies, built on sound common sense and personal service.
This added value has resulted in long term relationships with our clients. We are highly experienced and professionally qualified. We take great pride in the quality of our Client Care and Service and offer comprehensive advice to help achieve your financial objectives.

Our services

● Retirement Planning & Pensions
● Investments & Savings
● Portfolio Planning
● Protection / Life Assurance
● Residential Mortgages & Re-mortgages
● Buy to Let
● Inheritance Tax Planning

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

Oakley Financial Management, Digital Media Centre, County Way, Barnsley, South Yorkshire, S70 2JW

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