At Oakwood, we pride ourselves in the skill, care and diligence that is applied to every client, ensuring that all business is dealt with in a highly ethical and professional manner. The central core of our business ethos focuses on a strong culture of ethics and integrity, which is embedded into the firm culture and means we strongly believe in ‘putting customers first’ throughout every step of the advice journey.

You can be assured that we offer a clear, fair and transparent charging structure. All fees will be agreed upfront with you and confirmed in your personalised Service Proposition document which outlines the agreed service that we will provide to you. The fact that we have built our success around personal recommendation is an indication of the honest, open and impartial advice that we provide.

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. We can offer pension, investment and insurance products from the whole of the marketplace.

We welcome you to contact us to discuss your requirements and look forward to working with you and helping you to achieve your goals.


·        Oakwood Financial Advisers Ltd. Registered in England  No. 9726715. Registered Address: 8 Jury Street, Warwick, CV34 4EW. Authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register No 724878 at https://register.fca.org.uk/.

·        The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK

·        Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service, Exchange Tower, London, E14 9SR. Tel: 0800 023 4567 or 0300 123 9 123 www.financial-ombudsman.org.uk

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