Oakwood Financial Services
OF
Financial Advisors
Oakwood Financial Services
Oakwood House, Peterborough PE6 8ED
# Oakwood Financial Services
Oakwood Financial Services is an independent financial advisory firm based in Peterborough, serving clients throughout the East Midlands. With 25 years of established expertise, they provide comprehensive financial guidance tailored to individual circumstances.
The firm specialises in protecting clients' financial futures through life assurance, pensions, and investments, whilst also offering a full suite of insurance solutions including personal and commercial coverage. As Independent Financial Advisers, they operate on a whole-of-market basis, meaning they can access products from across the entire financial services landscape rather than being restricted to a single provider's offerings. This independence allows them to identify solutions genuinely suited to each client's needs rather than pushing proprietary products.
What sets Oakwood apart is their commitment to personal service and accessibility. Rather than operating purely remotely, their Financial Advisers offer flexible consultations in their Market Deeping office or clients' homes—a refreshing approach in an increasingly digital sector. This local, relationship-driven model appeals to those seeking face-to-face advice from trusted professionals who understand their community.
The business is fully authorised and regulated by the Financial Conduct Authority, providing clients with reassurance and protection. Their quarter-century track record and positive Yell reviews demonstrate consistent client satisfaction. For those seeking expert financial planning without hard-sell tactics, Oakwood offers a straightforward proposition: a free, no-obligation quote to explore how their services could improve financial outcomes.
Oakwood Financial Services is an independent financial advisory firm based in Peterborough, serving clients throughout the East Midlands. With 25 years of established expertise, they provide comprehensive financial guidance tailored to individual circumstances.
The firm specialises in protecting clients' financial futures through life assurance, pensions, and investments, whilst also offering a full suite of insurance solutions including personal and commercial coverage. As Independent Financial Advisers, they operate on a whole-of-market basis, meaning they can access products from across the entire financial services landscape rather than being restricted to a single provider's offerings. This independence allows them to identify solutions genuinely suited to each client's needs rather than pushing proprietary products.
What sets Oakwood apart is their commitment to personal service and accessibility. Rather than operating purely remotely, their Financial Advisers offer flexible consultations in their Market Deeping office or clients' homes—a refreshing approach in an increasingly digital sector. This local, relationship-driven model appeals to those seeking face-to-face advice from trusted professionals who understand their community.
The business is fully authorised and regulated by the Financial Conduct Authority, providing clients with reassurance and protection. Their quarter-century track record and positive Yell reviews demonstrate consistent client satisfaction. For those seeking expert financial planning without hard-sell tactics, Oakwood offers a straightforward proposition: a free, no-obligation quote to explore how their services could improve financial outcomes.
Services offered
Life assurancePension planningInvestment managementPersonal insuranceCommercial insuranceFinancial advisoryWealth planningRisk assessment