Oakwood Mortgage Services Ltd

OM
Financial Advisors

Oakwood Mortgage Services Ltd

Astra House, Cranleigh GU6 8RZ
# Oakwood Mortgage Services Ltd

Oakwood Mortgage Services Ltd is a financial advisory firm based in Cranleigh, Surrey, serving clients across South East England including Horsham, Woking, Guildford, Godalming, Leatherhead, Dorking, Crawley, Redhill and East Grinstead. The firm specialises in providing comprehensive financial guidance across mortgages, pensions, investments and protection insurance.

The business distinguishes itself through its localised expertise and personalised approach. Rather than offering one-size-fits-all solutions, Oakwood's experienced advisors invest time understanding each client's individual circumstances, financial goals and aspirations before recommending tailored products. This bespoke service model sets them apart from larger, impersonal financial institutions.

Oakwood serves homebuyers navigating the mortgage market, individuals planning for retirement, those seeking investment advice, and clients requiring financial protection strategies. Their advisors demonstrate deep knowledge of current mortgage products, pension regulations and investment options, helping clients make informed decisions in complex financial markets.

The firm goes beyond transactional advice—they provide holistic financial planning encompassing retirement planning, tax planning and inheritance planning. This comprehensive approach ensures clients receive coordinated guidance across multiple areas of their finances.

Notably, Oakwood maintains an active presence through educational content, including a weekly investment podcast, demonstrating their commitment to client education and market engagement. Their 5.0 rating reflects strong client satisfaction with their advisory services and support throughout the financial journey.
Services offered
Mortgage advice and brokeragePension planningInvestment advisoryFinancial protection insuranceRetirement planningTax planningInheritance planningHolistic financial planning
Location
Astra House, Cranleigh GU6 8RZ

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