Oakfield Financial Services Limited
Oakfield Financial Services Limited is a leading provider of investment services and financial solutions in the United Kingdom. With a team of experienced stock brokers and financial experts, the company is committed to delivering exceptional services to its clients. Oakfield Financial Services Limited is dedicated to providing tailored solutions to meet the unique needs of each client, ensuring that they achieve their financial goals. The company is based in Braintree, England, and offers a wide range of financial services to individuals and businesses.
Introduction to Oakfield Financial Services Limited
Oakfield Financial Services Limited is a financial services company based in Braintree, England. The company was established with a mission to offer top-notch investment services to its clients. Oakfield Financial Services Limited has a team of experienced stockbrokers and financial service professionals who have been in the industry for years. The company prides itself on its personalized approach to investment management and strives to provide its clients with a unique experience.Services & Products
Oakfield Financial Services Limited offers a range of investment services to its clients. The company provides investment management services, financial planning, and advisory services. The company's stockbrokers are experts in the industry and can assist clients in making informed investment decisions. Oakfield Financial Services Limited's financial planning services help clients to create a customized financial plan that meets their individual needs.Location
Oakfield Financial Services Limited is located in Braintree, England. Braintree is a bustling town with a vibrant business community. The town is home to a variety of businesses, from small independent shops to large multinational corporations. Braintree has excellent public transportation options, including buses and trains. The three closest public transportation options to Oakfield Financial Services Limited are Braintree Railway Station (1.7 miles), Braintree Freeport Railway Station (0.7 miles), and Braintree Bus Park (1.3 miles).Benefits
Clients should choose Oakfield Financial Services Limited because of its personalized approach to investment management. The company's stockbrokers take the time to understand their clients' needs and work with them to create a customized investment plan. Oakfield Financial Services Limited's financial planning services help clients to achieve their financial goals. The company's team of experts is knowledgeable and experienced in the industry and can provide clients with sound investment advice.Good to Know
Clients should be aware that Oakfield Financial Services Limited is a regulated financial services company. The company is authorized and regulated by the Financial Conduct Authority (FCA) in the United Kingdom.Reviews
Clients have praised Oakfield Financial Services Limited for its high level of customer service. Clients have also noted that the company's personalized approach to investment management has helped them to achieve their financial goals.Amenities
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investment advice -
financial planning
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tax planning
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retirement planning
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portfolio management
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financial education
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wealth management
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asset allocation
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risk management
FAQ
What types of investment products do you offer?
We offer a wide range of investment products, including stocks, bonds, mutual funds, exchange-traded funds (ETFs), and more. Our team of experienced financial advisors can help you determine which investment products are best suited for your individual financial goals.What fees do you charge for your services, and how are they calculated?
Our fees vary depending on the specific services we provide and the amount of assets under management. We believe in transparent pricing and will always clearly explain our fees to you before any services are rendered. Our fees are calculated as a percentage of assets under management and are competitive with industry standards.Can you provide examples of past performance for your investment portfolios?
Yes, we can provide examples of past performance for our investment portfolios upon request. However, it's important to note that past performance is not indicative of future results. We work with each client individually to create a customized investment plan based on their unique financial situation and goals.Do you offer personalized investment advice and recommendations?
Yes, we offer personalized investment advice and recommendations based on each client's individual financial goals and risk tolerance. Our team of experienced financial advisors will work with you to create a customized investment plan and provide ongoing support to help you achieve your financial objectives.What are your fees for services and transactions?
Our fees for services and transactions vary depending on the specific services we provide. We believe in transparent pricing and will always clearly explain our fees to you before any services are rendered. Our fees are competitive with industry standards, and we work hard to ensure that our clients receive excellent value for their investment.Reviews
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Steven Evans
Oakfield were great at sorting out our mortgage and remortgage, i would highly recommend them!
29-04-2023
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Joe Ellis
Just bought my first place and got a really good deal through Oakfield. Really professional and the best customer service ever! Highly recommend!
29-04-2023
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Vitaly Hanns
Excellent and very prompt service and this is the second time I am using Oakfield Financial Services. I received the best mortgage offer and advice. Responses are second to none. Very fast and professional throughout the re-mortgage process. Would strongly recommend. Thank you very much.
29-03-2023
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Holly Horton
Luke at Oakfield has been so helpful over the years. He has helped each time our mortgage rate has come to an end, and we wouldn't go anywhere else. Always polite, always with a timely response rate and always happy to over explain things when I'm not 100% sure.
28-02-2023
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Alison Saltmarsh
Luke and his team were absolutely brilliant in sorting out our mortgage. They all went above and beyond to support us throughout a stressful period and were a phone call away ready to deal with any queries we had. I would highly recommend them.
28-02-2023
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Adel Inoka
I have chosen Oakfield financial services for our remortgage in the summer of 2022 after a thorough research around the area and other customer reviews. And I was not disappointed. From the minute I have started a conversation with Luke and Sophie I knew we will be in the best hands possible. They have found us a great deal even though our remortgage was not the most straight forward. They have gone over and beyond and no question was silly enough or too much. They have responded to all my emails and returned or taken all my calls with speed. As it got closer to our completion date there were issues with the lenders solicitors and my current lender and the communication chain between them and Luke has spent so much time on the phone on behalf of us trying to rectify the situation and find a solution even though it was a few days before Christmas. They have made my experience a truly great one and I will not go anywhere else when we move house or remortgage again. They are simply the best company I have ever had the pleasure of dealing with and deserve the recognition. I am one extremely happy customer. Thank you guys for sharing and applying all your knowledge and experience. I have recommended you to so many people and colleagues of mine and hope you'll get all the business you deserve. Keep being superb at what you do! Adel and Mark
29-01-2023
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Shelly Bennett
Highly recommend Oakfield Financial Services. They have organised many mortgage of us and we have always been very happy with their services
29-01-2023
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Harry McAdoo
Sophie showed a degree of tenacity in getting a remortgage over the line that went beyond the call of duty. Appreciated!
29-01-2023
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Leanne Archer
I can not praise this company enough they have supported me for the last 2years to finally complete on a new build house. Due to the time it has taken Oakfield and especially Luke West has been supportive, patient, knowledgable and achieved me a great mortgage deal in these uncertain times. I would highly recommend there services, customer care is high on their priorities.
29-12-2022
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Seb Sharpe
We just purchased our first home and used Oakfield as our brokers. We bombarded Holly with queries before we were even looking for a house or had engaged Oakfield, but we still always received prompt, detailed and helpful replies. Once we did start to look at buying, it proved a difficult time as first time buyers with the volatility in the mortgage market and we were lucky to secure a decent rate before they all shot up - no short thanks to Holly who was so quick to secure both our DIP and submit our application after we found our home. We'd like to say a massive thank you to both Holly and then her colleague Sophie who assisted us with finalising the mortgage application later on in the process. We really couldn't have done this without their help, and have now ended up in our dream home in time for Christmas. We wouldn't hesitate to recommend Oakfield (as they were recommended to us) and will certainly be back to them when we look to re-mortgage in the future. Thank you so much!
29-12-2022
