Oakley Independent Limited

Independent Financial Adviser  One Stop Independent Financial & Property Centre,, Thatto Heath,, St Helens,, WA9 5PE
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FCA authorised
Last authorised 26th July 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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Defined benefit
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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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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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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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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 Gibson BSc(Hons) ACII APFS Cert CII(MP
Chartered Financial Planner
MISS Hannah Hudson Dip FA, CeMAP, MIFS
Senior Executive
MR Paul Hudson Cert PFS/CII, CeMAP
Managing Director
MISS Laura Buoey BA(Hons) Accountancy Dip FA, CeMAP, MLIBF, IFA
Independent Financial Adviser
About us

We will offer you and your family Independent Financial Advice specifically designed to your circumstances. We have Offices in Woolton Village, Liverpool, Liverpool City Centre and Thatto Heath, St Helens. 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.

We can also assist with Defined Contribution Pensions.

Our services

With knowledge spanning over 50 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
•Giving our clients the best service in the market place
•An ethical way of dealing with our clients

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

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

One Stop Independent Financial & Property Centre,, 144 Thatto Heath Road,, Thatto Heath,, St Helens,, WA9 5PE

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