Why use an IFA?

As Independent Financial Advisers we are able to provide personalised advice on a host of areas as follows:

 
* Savings & Investments
* Pensions
* Inheritance Tax
* Protection
* Mortgages

Your home may be repossessed if you do not keep up repayments on your mortgage.

For mortgages we can be paid by commission or fee. If paying by fee this is typically 0.5% of the loan.

Getting the right advice means speaking to the right people.

We adhere to strict FSA (Financial Services Authority) guidelines, which obligates us to provide advice most suited to your personal requirements, affordability and your risk profile.

Many people think an IFA is only for the wealthy but this is not the case. The majority of our clients are normal everyday people. Our services are open to everyone.

Being an appointed representative of Sesame Ltd, the largest IFA Network in the UK, we have a wealth of experience and support behind us. We have full use of Sesame’s Research team, a dedicated group concentrating on the suitability, risk and strength of new and existing financial products and providers. We hold professional indemnity insurance and are registered under the Consumer Credit Act and Data Protection Act and hold the appropriate licences.

For anyone to find the best products and providers in any market you first have to possess the knowledge, experience and tools to find your way. We look after our clients on a daily basis and understand the financial market and what is important to consumers.

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The advice and / or guidance contained within this site is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Oakridge Financial Planning Ltd: Registered in England: Company No: 04477172

For advice on any of the above, Contact Us now.