Oakley Independent Advisers Ltd

Independent Financial Adviser  2 St Andrews Court, Droitwich, Worcestershire, WR9 8DN
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FCA authorised
Last authorised 7th June 2021
A local professional company that works with individuals, small business owners and trustees to build, manage and protect their wealth.
We can advise you on
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Annuity purchase
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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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SIPPs
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Stakeholder
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Wealth management
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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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Estate planning
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Taxation planning
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Corporate pension
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Stockbroking services
Meet our advisers
MR Steve Foster DipPFS
Independent Financial Adviser
MR Robert Brehaut DipPFS, Cert CII(MP)
Managing Director
MR Neil Fleetwood
Director
MR Peter McDonagh Dip PFS, Cert CII(MP)
Independent Financial Adviser
MR Joseph Conry ACII, APFS, MCSI
Chartered Financial Planner
About us

Our Company offers a friendly professional service to a broad spectrum of clients. Our advisers have many years experience. Some give general financial advice, while others specialise. This gives our company the advantage of being able to offer a complete service, whatever your needs. We offer advice on a fee basis but all initial consultations are free of charge with no obligation.

Our services

Whether your needs are investment, pension or retirement orientated – we will help you review all your financial goals. We will take account of your situation and your precise requirements for income and growth so that any solutions we find carry clear benefits and we will hopefully explain them in a way that you will understand.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Face to face

2 St Andrews Court, St Andrews Road, Droitwich, Worcestershire, WR9 8DN

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