The first meeting is at our expense. Tell us a little about yourself and we'll come straight back to you — or just call 0203 667 3120.
Send a message Call 0203 667 3120Yes. We advise on products from across the whole of the market and all retail investment product types. We're not tied to any provider, so the recommendation follows your objectives.
Nothing. The initial meeting is at our expense, with no obligation. You'll leave it knowing exactly how we can help and what it would cost if you go ahead.
It means our advice is regulated, documented and held to the FCA's conduct rules. You can check our record any time on the Financial Services Register, reference 602622.
Advice from a regulated firm is covered by the Financial Services Compensation Scheme, which protects eligible claims up to £85,000 per person, per firm.
Any fees are explained and agreed with you in writing before any work begins. No hidden charges, no surprises.
At our office at Airport House in Croydon, at your home, or by phone or video — whatever suits you.
The first conversation. A friendly chat about where you are and what you want to achieve.
Before any chargeable work begins, we set out the fee in writing. You decide whether to go ahead.
Ongoing advice is optional. You choose the level of review and support that's right for you.
No hidden charges. If something will cost you money, you'll hear it from us first.
Call us for a friendly chat, or email and we'll come straight back to you.
0203 667 3120 admin@oakifa.com