About us

Oakley Financial Management’s registered office is based in the centre of Leigh, Greater Manchester, we also have offices in Barnsley Town Centre, South Yorkshire. Advice offered is completely independent as there is no allegiance or association with any product provider or fund management group. This ensures that recommendations are based solely on client specific needs.

It’s not always easy to find an Independent Financial Adviser who is right for you or your company. You need an experienced professional to cut through the clutter in today’s market. With combined careers spanning over 80 years in the world of the financial services industry, we give you efficient, impartial solutions, once we have identified and evaluated your own personal needs.

We believe the following are important:

  • An ethical way of dealing with our clients
  • A holistic advisory process with each client
  • Giving our clients the best service in the market place

Looking for the right Independent Financial Adviser can be a complicated and daunting process. Offering a different, yet professional service; we strongly believe that we can offer the right service for you or your company, with a wide range of different, yet effective solutions.

We believe that websites can’t advise people on their financial futures, nor should they. When dealing with people’s finances a personal touch is necessary, giving the chance to both identify and evaluate your own personal needs.

Personal Commitment

The Company offers clients more than monetary advice. A continuous high level of customer service which including regular contact ensures that financial advice does not become dated. This core principle of the company enables clients to receive advice that is consistent and in an environment they find professional and approachable.

 

Why not send us an email?

Office: info@oakleyifa.com

Peter Hudson Partner, Independent Financial Adviser: peter@oakleyifa.com

Ann Burton Partner, Independent Financial Adviser: ann@oakleyifa.com

Dino Nicholas Mortgage & Protection Adviser: dino@oakleyifa.com

Glenn Thwaites Business Development Manager: glenn@oakleyifa.com

Andrew Hudson Customer Service Manager: andrew@oakleyifa.com

James Hudson Customer Service Representative: james@oakleyifa.com

 

Want to know more?

Call us for a friendly chat on 01942 262 114 or email: info@oakleyifa.com