oakleyifa.co.uk
Investments | Oakley Independent Advisers Ltd, Droitwich, Worcestershire
http://oakleyifa.co.uk/investments.htm
Oakley Independent Advisers Ltd. De-mystifying the world of investment. We see no value in confusing our clients. We believe everybody wants to help their money grow, minimise the amount of tax they pay and keep an eye on how things are doing (without too many surprises), preferably in language they can understand. Advisers we are here to help you plan your savings and investments to fit your. Agenda, not ours. If you prefer, we can look at all. We are even happy to discuss things (as the need arises) wi...
oakleyifa.co.uk
About us | Oakley Independent Advisers Ltd, Droitwich, Worcestershire
http://oakleyifa.co.uk/about-us.htm
Oakley Independent Advisers Ltd. Delivering sound, independent advice since 1999. We are proud of our decision to promote independent advice. It helps us put our client’s needs first, and allows us to use any resource available to provide solutions. We are not restricted to using certain providers or producing a certain quota for any one company. We genuinely enjoy knowing that if a solution to your needs exists, we can find it and use it. Call us on 01905 791090 to see how Oakley can help you.
oakleyifa.co.uk
Financial Planning | Oakley Independent Advisers Ltd, Droitwich, Worcestershire
http://oakleyifa.co.uk/financial-planning.htm
Oakley Independent Advisers Ltd. See the possibilities - enhance your lifestyling decisions and affairs. We offer financial planning services on a fee basis for both private and small to medium corporate clients. This is suitable for private clients who have more complex planning needs or who require a more holistic or lifestyle approach to their financial affairs and estate planning. We listen carefully to you and agree objectives at the outset and design solutions on how best to achieve these. Financia...
oakleyifa.co.uk
Retirement | Oakley Independent Advisers Ltd, Droitwich, Worcestershire
http://oakleyifa.co.uk/retirement.htm
Oakley Independent Advisers Ltd. Getting ready for the ‘Longest Holiday’? A pension plan is one of the most valuable assets you can build up through your lifetime, and funds what some call ‘the longest holiday’. The best pension planning starts young, but sadly it is not always possible to do so. As independent. Advisers we are here to help you plan your pension as well as you can, however you want to go about it. So we will listen carefully to what you want and help you achieve it.
oakleywills.co.uk
Funeral Plans | Oakley Wills, Droitwich, Worcestershire
http://oakleywills.co.uk/funeral-plans.htm
Why make a Will? Guaranteed peace of mind for you and those close to you. When you are paying for something, do you like to know exactly what it costs? With a 50 Funeral Plan you can pay for your funeral director's services in advance at today's prices giving you, and your loved ones, guaranteed peace of mind. Paid in advance at today’s prices. Buy with complete confidence. Choose the funeral you want. The 50 funeral plan guarantee. Click here for more information. Oakley Wills Limited, 2 St Andrews Cour...
oakleywills.co.uk
About us | Oakley Wills, Droitwich, Worcestershire
http://oakleywills.co.uk/about-us.htm
Why make a Will? Oakley Wills' professional consultants produce wills and assist in estate planning for people across the whole of the Midlands. We are members of the Institute of Professional Will Writers and our consultants have passed all relevant exams as set out by the Institute and comply with their code of practice. Our consultants also carry full Public Indemnity insurance. Making Sure Your Will Is Correct And Valid.
oakleywills.co.uk
Lasting Power of Attorney | Oakley Wills, Droitwich, Worcestershire
http://oakleywills.co.uk/lasting-power-of-attorney.htm
Why make a Will? Lasting Power of Attorney. A Lasting Power of Attorney is a legal document that you need to set up, while you have capacity. It allows someone else to run the financial affairs of another person with their permission, or to take decisions about the health and welfare of that other person if they no longer have the capacity to do so themselves. An LPA means someone can act on your behalf if you can't. A personal welfare LPA covers decisions about health and whether you are given or denied...
oakleywills.co.uk
Why make a Will? | Oakley Wills, Droitwich, Worcestershire
http://oakleywills.co.uk/why-make-a-will.htm
Why make a Will? Why make a Will? Every individual over the age of 18 should have a Will whether they are rich or poor, male or female, single or married. Here are some of the reasons why:. A family can suffer acute financial hardship because of the delays in dealing with the estate of a person who has no will. These delays can run into YEARS! Many people think that their immediate family will get all they own should they die without a Will. This is NOT necessarily true. Family arguments can arise over w...
oakleyifa.co.uk
Wealth Management | Oakley Independent Advisers Ltd, Droitwich, Worcestershire
http://oakleyifa.co.uk/wealth-management.htm
Oakley Independent Advisers Ltd. Private Client Wealth Management. More than just a quality investment solution. Whether you require assets to be preserved for your enjoyment in your lifetime, whether you seek capital growth or income, whether you are interested in protecting those assets for you or the next generation (school fees, business succession, inheritance tax or mitigating nursing care fees) we design a structured portfolio to meet your objectives. Joseph Conry ACII APFS MCSI or Managing Direct...
