Skip to Navigation

Financial Advisers

Working and saving

Information on income tax and traditional savings products, such as bank, building society and deposit accounts as well as ISAs

Read more »

Running a business

Guides for businesses and employers on topics such as staff benefit packages, key man insurance, directors' pensions and debt financing

Read more »

Investing and personal wealth

Stocks and shares, unit and investment trusts and capital gains tax are some of the topics covered here for those with an interest in the risks and rewards of investing

Read more »

Health and family life

Insurance and assurance policies to protect you and your dependants against the disruption caused by your critical illness or sudden death

Read more »

Pensions and retirement

Pension scheme types, annuities, tax-free allowances and calculators to estimate pension fund shortfalls and state pension eligibility

Read more »

Passing on wealth

Why you should write a will and keep it up to date, an explanation of inheritance tax rules and a calculator to estimate your estate's liability

Read more »



Oakhouse Financial Services is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 543221

Oakhouse Financial Services Registered Address: 1-4 London Road Spalding PE11 2TA. Registered in England & Wales, No. 06438931.

Neither Oakhouse Financial Services nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

Oakhouse Financial Services © 2020