Oates Financial Planning

Oates Financial Planning provides an impartial and independant financial advisory service to both individuals and businesses.

Oates Financial Planning is directly authorised and regulated by the Financial Conduct Authority. Julian Oates has worked in Financial Services since 1993 and holds a statement of professional standing which ensures he meets the qualifications required to provide investment advice. He is also a member of the London Institute of Banking & Finance. .

Oates Finanical Planning offers the following services:

Pensions - including Stakeholder, Personal Pensions, Self Invested Personal Pensions (SIPPS), Annuity Purchase, Pension Drawdown, Pension Review, Pension consolidation, Auto Enrolment for businesses.

Investments - including ISA's, Unit Trusts /Open Ended Investment Companies (OEICS), Investment Bonds, Investment Trusts. Ethical Investments, Offshore Investments.

Financial Planning - including Wealth Management.

Mortgages and Loans - including Residential, Buy to Let, Commercial and Secured Loans.

Equity Release - including Lifetime Mortgages

Protection - including personal Life Cover, Critical Illness, Business Protection, Income Protection, Healthcare, Long Term Care.

Estate Planning - including Inheritance Tax mitigation.

Insurance - including Building & Contents and Commercial Insurance.