So Helpful Over The Years,
Oakfield Financial Services Limited is a family-owned business established in 2003, dedicated to providing individuals and families in Braintree and surrounding areas with quality, independent, and impartial financial advice. We believe in building strong relationships with our clients and tailoring our approach to their unique needs and aspirations.
Our Approach to Financial Planning
Financial planning is about aligning your financial goals with your values and needs to create a roadmap for your financial future. Our experienced advisors will work with you to:
- Understand your goals: We take the time to review your individual circumstances, financial goals, and aspirations to create a holistic understanding of your needs.
- Develop a tailored plan: We work with you to establish achievable and specific financial goals, setting milestones and tracking your progress.
- Implement and monitor: We guide you through the process of implementing your plan and monitor your progress to ensure it remains aligned with your evolving needs.
Our Expertise & Services
Oakfield Financial Services offers a comprehensive range of financial services, encompassing:
Financial Planning
- Identifying financial goals and developing a comprehensive plan to achieve them.
- Risk assessment and mitigation strategies.
- Retirement planning and accumulation.
Mortgages & Protection
- Mortgage advice and application support.
- Protection plans to cover unforeseen circumstances like illness, disability, or death.
Pensions
- Tailored guidance on maximizing your pension contributions and understanding your options.
- Assistance with accessing your pension pot when you retire.
Investments
- Personalized investment advice aligning with your risk tolerance and financial goals.
- Access to a diverse range of investment options.
Why Choose Oakfield Financial Services?
- Independent and Impartial: We are not tied to any particular providers, allowing us to offer truly unbiased advice.
- Personal Service: We prioritize building strong relationships with our clients and tailor our approach to their unique needs.
- Family-Run Business: Our commitment to personalized service and long-term relationships is evident in our family-owned structure.
- Experienced Team: Our team of qualified and experienced advisors has extensive knowledge and expertise across all financial planning areas.
Excellent Service and Support
The reviews highlight the exceptional service and support provided by Oakfield Financial Services. The team, including Sophie, Luke, Emma, and others, have been praised for their professionalism, reliability, and helpfulness.
Mortgage Expertise
Clients have commended the team's expertise in finding the best mortgage rates, navigating complex situations, and providing comprehensive advice. They have successfully handled various types of mortgages, including those with inheritance and past family estates, and have been able to secure great deals despite challenging circumstances.
Communication and Updates
The reviewers have appreciated the regular updates and prompt responses from the Oakfield team, which kept them informed throughout the mortgage process. The team's ability to explain complex concepts in a clear and concise manner has also been praised.
Customer Satisfaction
The clients have expressed their gratitude and satisfaction with the service, stating that they would highly recommend Oakfield Financial Services and use their services again in the future.
