Financial advice built on trust and tradition
“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.”
Robin Bates,
Director and Chartered Financial Planner
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.
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.
Our team
Advisers for individuals, families and small businesses
Darren Wakefield
Director and Independent Financial Adviser
“I founded Oakhouse with one idea in mind: to give everyone access to quality, lifelong financial advice.”
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.”
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.”