Financial Services

When is comes to financial services we understand the importance of working with a company who you can trust and who 100% have your best interests at the forefront of everything they do. We work closely with our brokers who can assist in not only mortgages but also pensions and protection too.

Financial Planning

Working with our Financial Advisors

Oakfield have built up a strong working relationship with local Financial Advisors who have a wealth of industry knowledge so are well place to assist with all types of mortgages from your first purchase to landlords looking to add to their portfolio. They are on hand to discuss all aspects of buying a property including the costs involved, protecting your investment and potential tax implications.

Personal and friendly service

Whatever your situation, buying a property can be one of the most important decisions you will make, so their experienced team will work closely with you to discuss your individual situation to enable them to explore all options available to you, before searching through the 100’s of mortgages to ensure they get the best one for you, which is competitive and tailored to suit your needs. Their aim is genuinely to help people to get the best deals available to them and with their friendly approach they are on hand to take the stress away.

Free advice and flexible appointments

Their teams are extremely flexible to work around your busy schedule with a variety of options available to you including telephone calls, virtual appointments via video call and face to face meetings either in the office or they can visit you at home. They are happy to offer free impartial advice with no obligation so if you would like to speak to one of the team please get in touch.

Health check on your portfolio

Another key area of expertise is working with landlords who have a current portfolio, to regularly assess their mortgages to ensure that they are paying the best rates. It may appear to be the easy option at the end of a fixed-rate term, to stay with the same lender either with a new product or moving onto a variable rate, however you could potentially make huge monthly savings on mortgage repayments if you chose to switch lenders. You may even find that by reviewing your mortgages you could release funds to secure a deposit on an additional property to increase your portfolio.