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Financial Planning

Oaksmith Financial Planning provides personalised advice to individuals, families, businesses and trustees. We care about what matters to our clients and put your financial well-being at the heart of everything we do.

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Services we offer:

• Investment planning • Retirement planning • Personal and business protection • Inheritance tax planning • Corporate planning

Our adviser’s personal, yet professional manner has put us at great ease dealing with them over the past three years. We have been extremely reassured by the results we have had. They explain things clearly and are always available should we have any concerns. We would have no hesitation in recommending Oaksmith Financial Planning. (P&B Guest, Warrington)

If you would like to discuss any of the above with a member of our team, call 01244 561323 or email oaksmith@sjpp.co.uk to arrange an appointment. For more information, visit oaksmithfinancialplanning.co.uk

£50 trade in for your old gas fire when purchasing a new gas fire (supply & Fit ) (T&C’S Apply)

All Covid-19 regulations and standards are met (PPE used)

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