Business Details
Your Trusted Financial Advisers in Coventry
At Oakwood Financial Advisers Financial Advisers, we pride ourselves on delivering ethical and professional financial advice tailored to individual client needs. With extensive experience in retirement planning, investments, protection, and mortgages, our team prioritises putting customers first through transparent charging structures and personalised service propositions. We specialise in conducting comprehensive reviews to establish clients' financial circumstances, objectives, and risk profiles, ensuring recommendations align with their unique requirements. Our commitment to ongoing service delivery provides reassurance that investment strategies remain suitable throughout clients' lifetimes. Authorised and regulated by the Financial Conduct Authority (FCA number 724878), we operate with full transparency and no hidden fees.Our success, built on personal recommendations, reflects our dedication to honest, open, and impartial advice. We welcome opportunities to conduct free initial consultations and help clients achieve their financial goals while adhering to UK regulatory standards. Our team includes specialists like Jas Jaspal, a Pension Transfer Specialist, who brings deep expertise in occupational and personal pension schemes. We maintain a strong culture of ethics and integrity, ensuring every step of the advice journey meets the highest professional standards.
Services
Retirement Planning
Investments
Protection
Mortgages
Financial Review
Highlights and features
- We offer over 20 years of experience in UK financial advisory services
- Our team includes FCA-authorised Pension Transfer Specialists
- We provide transparent charging structures with upfront fee agreements
- We deliver ongoing investment reviews to maintain suitability over time
- Our success is built on 98% client retention through personal recommendations
Associations and certifications
- Financial Conduct Authority
What people say
Transparent charging
Expert pension advice
Personalised service
Ongoing support
FCA regulated
Services
Retirement Planning
We specialise in creating tailored retirement strategies through comprehensive pension reviews. Our FCA-authorised specialists assess occupational, personal, and private pension arrangements to develop solutions aligned with clients' retirement objectives. With decades of industry experience, we help clients at all career stages navigate their pension options while maintaining strict adherence to regulatory standards.
Investments
Our investment services focus on creating customised portfolios that match individual risk profiles and financial goals. We conduct thorough assessments of clients' circumstances before delivering research-backed recommendations. We offer ongoing portfolio reviews to ensure investments remain suitable throughout market cycles, with clear communication about potential risks including capital value fluctuations.
Protection
We help clients implement comprehensive protection strategies covering life, critical illness, income, and mortgage protection. Our approach identifies coverage gaps through detailed reviews before recommending tailored insurance solutions. We provide clear explanations about different policy types including term and whole-of-life cover, ensuring clients understand their protection options and associated benefits.
Mortgages
We guide clients through residential and buy-to-let mortgage processes from initial consultation to completion. Our services include mortgage sourcing, application oversight, and remortgaging strategies. We charge transparent broker fees starting at 199 for standard cases, with clear explanations about regulated versus non-regulated mortgage options and associated risks.
Financial Review
Our comprehensive financial reviews assess clients' complete financial situations to create holistic advice strategies. These reviews examine retirement readiness, investment suitability, protection needs, and property financing requirements. We deliver customised service propositions outlining recommended actions while maintaining full transparency about fees and regulatory compliance.
People
Jas Jaspal
Pension Transfer Specialist
Jas Jaspal is an FCA-authorised Pension Transfer Specialist with extensive expertise in occupational pension schemes and personal pension arrangements. He specialises in helping clients navigate complex pension options while maintaining strict regulatory compliance.
Questions
What financial services do you offer?
We provide retirement planning, investment advice, mortgage solutions, and protection services tailored to individual client needs.
Are you regulated by any official body?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA number 724878).
How do you charge for your services?
We use transparent charging structures with fees agreed upfront in your Service Proposition document.
Do you offer mortgage advice?
Yes, we provide mortgage advice including residential and buy-to-let options with broker fees starting at £199.
How can I arrange a consultation?
Contact us via phone or email to schedule a free initial consultation with our financial advisers.
What makes you different from other advisers?
Our focus on putting customers first, transparent fees, and specialist pension expertise set us apart.
