From the first time I met Barry I knew that this is an advisor I could trust.
AMS · Wimbledon — one of many clients we've advised since 2010
We're an independent financial adviser based in Croydon, helping people, families and businesses across London and the South East with pensions, mortgages, savings and protection — in plain English, face to face.
Book a free first chat Meet Barry
Seven ways we can help.
Every recommendation comes from researching the whole market — and is explained in words you already use.
Retirement & pensions
Careful, long-term planning so your retirement does what you need it to — using every available tax break, properly.
Mortgages
First-time buyers through to later-life lending, researched across the whole market.
Protection
Life insurance and protection so the people who depend on you are looked after, whatever happens.
Savings & investments
Practical plans built around your goals, reviewed with you over time.
Auto enrolment
Workplace pensions set up and kept compliant for local businesses.
Wills, trusts & equity release
Planning what happens to your estate, and later-life lending explained plainly, downsides included.
Four simple steps.
Tell us your situation
Where you are now, what you want to achieve, and when. We listen first.
We build a plan
A practical plan in plain English, with nothing hidden.
We agree it together
We talk it through and you decide. The decisions stay yours.
Guidance, now and later
Jargon-free advice as life changes. We're here for the long term.
“He has delivered. The products selected have produced sufficient returns to easily meet the costs incurred, which means that the capital remains protected.”Mr & Mrs D · Twickenham
What clients say.
“From the first time I met Barry I knew that this is an advisor I could trust to give me independent advice with my finances. Highly recommended.”
“Barry is extremely thorough, researching the best options and presenting far more beneficial proposals than previous policies held. Friendly, professional and ensured that I fully understood the finer details.”
“Barry helped my husband and I with our mortgage. We did not know where to start as first-time buyers. Through Barry's hard work we were able to get a great deal on mortgage and life insurance.”
Want to know more?
The first conversation costs nothing. Call us for a friendly chat.
Send a message 0203 667 3120 · admin@oakifa.com