At Oakwood we specialise in retirement planning and have built a wealth of pensions knowledge throughout our years in the industry.
Everyone's circumstances and objectives are different. We take time to fully establish your goals, timescales and attitude to investment risk.
The need for efficient Estate Planning or Inheritance Tax planning is becoming more common. We can help you with this.
Lots of people could do with an element of various types of protection and we appreciate that it can be a very daunting task so let us help.
Oakwood Financial Management LLP was formed in 1996 and is now one of the most established firms in Coventry and Warwickshire.
We pride ourselves in the skill, care and diligence that is applied to every client to ensure that your business is dealt with in a highly ethical and professional manner. The fact that we have built our success around personal recommendation is an indication of the honest, open and impartial advice that we provide to our clients.
Our advisers will provide you with impartial advice and can offer pension, investment and insurance products from the whole of the market place. We will be happy to arrange a consultation with you to conduct a personal financial review and will endeavour to find the right solution to meet your personal needs and objectives.
The central core of our business ethos focuses on high level ethical morals and integrity. Senior Management ensure that our ethos is embedded within the culture of our business. We strongly believe in the ‘Treating Customers Fairly’ concept and strive to apply this to all client related matters from our initial contact and throughout our ongoing service to clients.
You can be assured that we offer a clear and fair charging structure and all fees will be agreed with you upfront and confirmed in your personalised Service Proposition document which outlines the service that we will provide to you.
Our firm is proud of the fact that we apply a high level of care to our regulatory responsibilities and compliance function. We have an annual audit from an independent third party to ensure that we are operating in a compliant manner and meeting our regulatory obligations.
We welcome you to contact us to discuss your requirements and look forward to working with you and helping you to achieve your goals.
Our Mission Statement
At Oakwood Financial Management LLP it is our aim to work with our clients to provide an ongoing tailored investment service to suit their needs and objectives. Our clients can be assured of the service levels and charges which will be clearly agreed at outset and maintained throughout our business relationship.
(as detailed in our Service Proposition)