Oakhurst Financial Services Ltd
OF
Financial Advisors
Oakhurst Financial Services Ltd
Walderslade Centre, Chatham ME5 9UD
# Oakhurst Financial Services Limited
Oakhurst Financial Services Limited is an independent financial advisory firm based in Chatham, serving clients across the South East with comprehensive financial planning and investment services. As an independent adviser, they prioritise client interests over those of financial institutions, offering personalised guidance tailored to individual circumstances.
The firm specialises in navigating complex financial decisions across multiple life stages, from early wealth accumulation through to later life planning. Their expertise spans retirement planning, investment management, pension optimisation, wealth management, tax planning and estate planning. They also provide dedicated support to business owners and corporate clients seeking financial strategies aligned with their commercial objectives.
What distinguishes Oakhurst is their holistic approach to financial planning. Rather than offering isolated product recommendations, they take time to understand each client's aims, aspirations and concerns before developing integrated strategies. Their life stages framework demonstrates recognition that financial needs evolve significantly over time, offering targeted advice whether clients are building wealth, approaching retirement or managing established portfolios.
The firm provides accessible entry points to their services, offering free initial consultations to prospective clients. Their comprehensive online resources—including calculators, tax tables, savings rate comparisons and financial commentary—demonstrate commitment to client education and empowerment. This blend of personalised advisory services, independence from institutional pressure, and educational resources positions Oakhurst as a partner in long-term financial success rather than a transactional service provider.
Oakhurst Financial Services Limited is an independent financial advisory firm based in Chatham, serving clients across the South East with comprehensive financial planning and investment services. As an independent adviser, they prioritise client interests over those of financial institutions, offering personalised guidance tailored to individual circumstances.
The firm specialises in navigating complex financial decisions across multiple life stages, from early wealth accumulation through to later life planning. Their expertise spans retirement planning, investment management, pension optimisation, wealth management, tax planning and estate planning. They also provide dedicated support to business owners and corporate clients seeking financial strategies aligned with their commercial objectives.
What distinguishes Oakhurst is their holistic approach to financial planning. Rather than offering isolated product recommendations, they take time to understand each client's aims, aspirations and concerns before developing integrated strategies. Their life stages framework demonstrates recognition that financial needs evolve significantly over time, offering targeted advice whether clients are building wealth, approaching retirement or managing established portfolios.
The firm provides accessible entry points to their services, offering free initial consultations to prospective clients. Their comprehensive online resources—including calculators, tax tables, savings rate comparisons and financial commentary—demonstrate commitment to client education and empowerment. This blend of personalised advisory services, independence from institutional pressure, and educational resources positions Oakhurst as a partner in long-term financial success rather than a transactional service provider.
Services offered
Retirement planningPension adviceInvestment managementWealth managementTax planningEstate planningLife assurance and family protectionBusiness financial advice