OakTree Financial Services, Balbec Avenue, Headingley, Leeds, West Yorkshire, LS6 2BB
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.
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it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.