About us

We believe everyone deserves a piece of the good life

Financial planning is about taking control of your own destiny, rather than just letting life wash over you. It’s about setting goals – where do you want to be in 10, 20 or 30  years’ time? How will you take care of your partner, children and grandchildren after you’ve gone?

We’re independent which means we’re always free to recommend the very best products for you.

Talking to a financial adviser shouldn’t be like sitting a maths exam. It’s important to us that our clients clearly understand their options at every stage.

The same goes for the products we recommend. We base our tailored advice on a careful assessment of financial performance, quality of service, cost and stability.

Our team of experienced advisers have worked at the highest levels of national firms but now they’re with us, helping people like you.

Our values

We work hard to make sure we…

Provide personal and professional care to clients

We don’t give advice until we’ve listened and understood your goals.

Earn trust and surpass client expectations

It’s why clients stay with us for years and recommend us.

Speak the language you understand

There are no prizes here for bamboozling clients with jargon and waffle.

Use modern technology to its full potential

If it makes life easier for clients, and is more efficient, count us in.

Our team

Meet our lead financial advisers

Between them, the members of Oakhouse’s management team have decades of experience at the highest levels of the industry.

Darren Wakefield

Director and Independent Financial Adviser

Robin Bates

Director and Chartered Financial Planner

Janet Green

Independent Financial Adviser

How we work

No charges without your agreement, no surprises and total transparency

Our charge for a financial review and recommendation is a fixed fee of £500, which you pay only when we deliver our report. We’ll waive some or all of the fee if you go ahead with our suggestions. And if we earn commisison from any of the products we recommend, we promise you’ll always know about it.

Take control of your family’s financial future