Oakley Independent Limited

Independent Financial Adviser  The Sloan & Co Office, Merseyside, Liverpool, L1 6AF
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FCA authorised
Last authorised 10th May 2021
Total Independent Financial, Saving, Investment, Pension, Mortgage and Business Advice from People who Care call us on <phone number hidden>
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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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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Socially responsible investments
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Traded endowment policies
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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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Life insurance
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Payment protection insurance
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Small business
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Travel
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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 ISA
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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
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Group private medical insurance
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Group risk
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Sharia finance
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Long term care
Meet our advisers
MR Alan C Gibson BSc(Hons) ACII, Dip PFS, Cert CII(MP)
External Technical Support
MISS Hannah Hudson Dip FA,CeMAP, MIFS
Executive Director
MR Paul Hudson Dip PFA, Cert PFS/CII, CeMAP
Managing Director
About us

We will offer you and your family Independent Financial Advice specifically designed to your circumstances.

We have Offices in Thatto Heath, St Helens, Liverpool City Centre and Woolton Village, Liverpool, we believe in giving service first class service in our offices or in our clients home so you feel relaxed and in control of your finances.

We also keep it simple, life is complicated enough without talking financial gobbledygook, we will always talk in easy to understand language, and are happy to answer your questions so you can relax.

Our services

With knowledge spanning 90 years in the world of financial services we deliver impartial solutions once we have identified and evaluated your own personal needs.

We believe the following are important
•A holistic advisory process with each client

•An ethical way of dealing with our clients

•Giving our clients the best service in the market place




Finding an Independent Financial Adviser can be a complicated and daunting process. Offering a professional service in today’s cluttered market.

We strongly believe that we can offer the right service for you or your company, offering a wide range of different, yet effective solutions.

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

The Sloan & Co Office, Granite Building, 6 Stanley Street, Merseyside, Liverpool, L1 6AF

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