Oakfield Financial Services Ltd

Oakfield Financial Services Ltd is a family-owned independent financial advisory firm based in Braintree, Essex. Established in 2003, the company provides clients with financial advice tailored to their individual needs.
  • Pensions
  • Investments
  • Financial Planning
  • Mortgages & Protection

Size
Small
Phone
01376 529 800
Email
Available in Endole App
Locations
Oakfield House 11, Freeport office village, Century Dr, CM77 8YG
01376529800
9:00 - 17:00
Digital Popularity
Social Media
Competitors
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Ascot Lloyd
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Barclays Wealth Management
Barclays Wealth Management offers a personal and proactive approach to managing your wealth, creating unique solutions tailored to your ambitions.
Company Details
Oakfield Financial Services Ltd is operated by Oakfield Financial Services Limited and is a Active company incorporated on 6 March 2003 with the registered office located in Braintree, Essex. Oakfield Financial Services Limited was registered 22 years ago.

Status
Active
Size
Micro
Directors
4
Age
22 years old
Employees
14
Turnover
Unreported
Total Assets
£215.25K
Cash in Bank
Unreported
Total Liabilities
-£22.71K

Director • PSC • English • Lives in England • Born in May 1969
Director • PSC • English • Lives in England • Born in Nov 1969
Director • British • Lives in England • Born in Jan 1974
Secretary • British
Teams
All
7
Management
3
Administration
3
Finance
3
Other
1
Managing Director • Joined Sep 2003
Paraplanner And Compliance Manager • Joined Jul 2020
Administrator
Administrator
Mortgage Advisor • Joined Jan 2019
Bookkeeper • Joined Apr 2021
Paraplanner • Joined May 2023
Managing Director • Joined Sep 2003
Mortgage Advisor • Joined Jan 2019
Paraplanner • Joined May 2023
Administrator
Administrator
Bookkeeper • Joined Apr 2021
Mortgage Advisor • Joined Jan 2019
Bookkeeper • Joined Apr 2021
Paraplanner • Joined May 2023
Paraplanner And Compliance Manager • Joined Jul 2020