“All financial success comes from acting on a plan. A lot of financial failure comes from reacting to the market.”
Nick Murray
Who We Are
Oakwood Financial Advisors is a financial solutions based firm. We provide custom built financial advice to both individuals and business companies. We get to really know you, your areas of concern your desirable outcome aims. We then expertly advise on how these can be achieved.
Find Out MoreWhat We Do
Corporate Clients
We support our corporate clients within domestic & international businesses by providing an array of financial services including:
- Employee Benefits Services
- Executive Pension Planning
- Corporate Deposit ∓ Investment Advice
- Shareholder Protection
- Keyperson Life Cover
Individual Clients
We help secure individual clients' financial futures by providing a number of essentail financial services including:
- Pension & Retirement Planning
- Self-administered Pension Schemes
- Savings & Investment Advice
- Tax Planning
- Comprehensive Wealth Management Service