Oakley Independent Limited

Independent Financial Adviser  Admin 1, Frodsham, Cheshire, WA6 7LY
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FCA authorised
Last authorised 28th June 2021
We are Independent..... and we 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 review
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Pensions transfer
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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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Mortgage protection
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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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Socially responsible investments
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Lump sum
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Regular savings
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Commercial mortgages
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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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Long term care
Meet our advisers
MR Paul Hudson Dip PFA, Cert PFS/CII, CeMAP
Managing Director
MISS Hannah Hudson Dip FA, CeMAP, MLIBF
Senior Executive
MR Alan Gibson
External Consultant
MISS Laura Buoey BA(Hons) Accounting MLIBF DipFA CeMAP
Client Relationship Manager
About us

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

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
•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 solutions.

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.

Admin 1, 47 Langdale Way, Frodsham, Cheshire, WA6 7LY

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