OakTree Financial Services

Independent Mortgage Adviser OakTree Financial Services, Balbec Avenue, Headingley, Leeds, West Yorkshire, LS6 2BB
FCA verified
10th December 2018
We are experts who build professional and meaningful relationships with our clients in a modern and approachable way.
We can advise you on
  • Bad credit
  • Buy to let
  • Commercial for individuals
  • First time buyers
  • Flexible
  • High loan to value
  • Remortgage
  • Residential
  • Right to buy
  • Self build
  • Self employed
Meet our advisers
adviser-person
Ryan Malyk
Independent Mortgage & Protection Adviser
Where to find us

OakTree Financial Services, Balbec Avenue, Headingley, Leeds, West Yorkshire, LS6 2BB

About us

Here at OakTree FS we believe financial advice is the start of an exciting adventure, helping you reach your goals and dreams - whether that be personal or professional!

We are a new breed of modern professional advisors, meeting clients face to face at their homes, places of work or even Starbucks.

We develop meaningful relationships with our clients, helping them keep on top of their finances and minimising the need to share personal information over and over again.

With our advisers working remotely it means we meet clients where it is convenient for them, not us.

The initial meeting is always free and here we can explain our services and discuss how we can work together with you (but don't worry about any hard selling, it's completely obligation free). All fees are explained upfront so there are no surprises and the good news is that not all advice comes with an invoice at the end!

Having worked with professionals, sole traders, SMEs and large corporations for many years, we understand the different requirements of our clients and work out a bespoke solution to meet your needs.

Our services

We take the time to really get to know our clients and situation to ensure we give the best possible advice.

We have previous experience at mortgage underwriting for high street banks, so we understand what it takes to get mortgages and get them fast!

We take the time to explain how everything works to those new to the mortgage market, and work fast maximising profits for professional property investors.

As qualified financial advisers, we also perform a full protection review for no fee, getting it all done in one review, saving time and money.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum mortgage value
£0
Compliance

OakTree Financial Services is a trading style of Harvest Associates Ltd, Registered in England Number 4865181.

Harvest Associates Ltd is authorised and regulated by The Financial Conduct Authority (the FCA) FCA Number 629749.
The information and guidance contained within this site is subject to the UK Regulatory regimes and is therefore targeted at consumers based in the UK.
Registered address 9 Midland Way, Barlborough Links, Chesterfield, S43 4XA.

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