Oakwood Financial Advisers

At Oakwood Financial Advisers Ltd, we pride ourselves on providing exceptional financial guidance and advice to our clients. Our team of experienced professionals is dedicated to delivering a highly personalized service, tailored to meet the unique needs and goals of each individual. Our approach is built on a foundation of integrity, ethics, and a deep understanding of the complex financial markets.

Our Services

We specialize in retirement planning, investment guidance, and protection strategies, helping our clients achieve their financial objectives and build a secure financial future. Our team of experts, led by Director and Investment Adviser, Jas Jaspal, has extensive knowledge of pensions, investments, and insurance products from the whole of the marketplace.

Retirement Planning

At Oakwood, we understand the importance of planning for retirement. Our experts will work closely with you to understand your individual circumstances, objectives, and risk profile. We will conduct a comprehensive review of your current financial situation, assess your retirement goals, and recommend a personalized retirement plan tailored to your specific needs.

Investments

We understand that every individual's financial aspirations and risk tolerance are unique. We will conduct a thorough review of your individual circumstances, objectives, risk profile, and timescales to provide a personalized investment recommendation. Where mutually agreed, we'll deliver an ongoing service to clients, ensuring that investments remain suitable throughout your lifetime.

Protection

Our protection services are designed to provide peace of mind for you and your family. We will conduct a thorough review to identify unprotected areas and carry out research to provide a personalized protection recommendation, ensuring that your loved ones are also protected in the event of unexpected life events.

Meet the Team

Our team of experts is dedicated to providing exceptional financial guidance and advice. Meet Jas Jaspal, Director, Investment Adviser, and Pension Transfer Specialist; Jenna Groves, Office Manager and Paraplanner; and Anne O'Brien, Paraplanner. All of our team members are committed to putting the customer first and ensuring a consistently high level of service throughout every aspect of the advice journey.