Financial advice built on trust and tradition

Wealth management, retirement planning and more

The support you need to plan ahead

Financial planning is a lifetime project and Oakhouse aims to be alongside you and your family all the way. Our expert financial advisers will give you the support you need to plan ahead, make the most of your wealth and provide for your family. We’re proud to be independent and you can always rely on us to give advice on financial products, from life assurance to investments, that is honest and objective.

“It’s about helping people live long, happy lives, isn’t it? Everyone deserves the peace of mind that comes with knowing you’ve done what’s necessary to provide for yourself later in life – and for your family. People come to Oakhouse, and stick with us for years on end, because we understand financial advice is about more than money.”

Bridget Queiros

Robin Bates,

Director and Chartered Financial Planner

What we offer

For health, wealth and happiness

Investment

Pension planning

We have been clients of Oakhouse for more than ten years and their advice and support has been life-changing for our family. We have used their services to help with a broad range of financial planning challenges, with ongoing long-term investment advice being the area we have benefited most from.

We love Oakhouse’s approach to developing strong relationships with its clients and the regular contact, face-to-face or using Skype, gives us full confidence that our interests are being proactively managed.

Kenny and Karen

Surrey

Retirement, particularly early retirement, is a major step in anyone’s life. My wife and I were exactly at that crossroads in our lives, so following a recommendation we contacted Oakhouse. Seven years on, we are still enjoying retirement and have regular meetings with Darren who is always there to guide and update us.

I can honestly say that without the help and advice from Oakhouse, I do not believe that we would have enjoyed the standard of living we have since retiring seven years ago.

Martin

Spalding

Our team

Advisers for individuals, families and small businesses

Bridget Queiros

Darren Wakefield

Director and Independent Financial Adviser

“I founded Oakhouse with one idea in mind: to give everyone access to quality, lifelong financial advice.”

Bridget Queiros

Robin Bates

Director and Chartered Financial Planner

“I work with all sorts of clients, many of whom I’m pleased to say we expect to be advising for decades to come.”

Bridget Queiros

Janet Green

Independent Financial Adviser

“Part of being an adviser is getting to know clients as people. It’s about empathy as much as expertise.”

“I founded Oakhouse with one idea in mind: to give everyone access to quality, lifelong financial advice.”

“I work with all sorts of clients, many of whom I’m pleased to say we expect to be advising for decades to come.”

“Part of being an adviser is getting to know clients as people. It’s about empathy as much as expertise.”

Take control of your family’s financial future