Oakley Independent Advisers Ltd

Oakley Independent Advisers Ltd provides financial advice to assist clients in managing their wealth and achieving their financial goals. They have over 16 years of experience and focus on financial planning that addresses the needs of their clients.
  • Pensions
  • Mortgages
  • Equity Release
  • Wealth Management
  • Financial Planning
  • Savings & Investments
  • Life & Critical Illness Insurance
  • Keyman & Director Share Protection

Size
Small
Phone
N/A
Email
N/A
Locations
2a, St Andrews Court, 10 St Andrews Rd, WR9 8DN
01905791090
9:00 - 17:00
Digital Popularity
Social Media
Competitors
Prosser Knowles
Prosser Knowles is one of Worcestershire’s most experienced financial planning and wealth management companies, primarily serving clients in Gloucestershire, the Cotswolds, Worcestershire, and the Midlands.
SN Financial
SN Financial offers bespoke financial services and planning, helping clients navigate their financial journeys.
Form Financial Clarity Limited
Form Financial Clarity Limited is a financial advisory firm that provides bespoke holistic solutions for long-term wealth management.
Company Details
Oakley Independent Advisers Ltd is operated by Oakley Independent Advisers Limited and is a Active company incorporated on 15 April 1999 with the registered office located in Droitwich, Worcestershire. Oakley Independent Advisers Limited was registered 26 years ago.

Status
Active
Size
Micro
Directors
3
Age
26 years old
Employees
6
Turnover
Unreported
Total Assets
£156.49K
Cash in Bank
£87.32K
Total Liabilities
-£129.27K

Director • British • Lives in UK • Born in Feb 1993
Director • Consultant • British • Lives in UK • Born in Sep 1958
Ormerod Rutter Holdings Limited
PSC
Bobwho Ltd
PSC
Teams
All
5
Finance
3
Executive
1
Administrative
1
Director • Joined Jan 2024
Financial Services Administrator • Joined Feb 2022
Sales Support Administrator
Mortgage & Protection Advisor • Joined Jan 2024
Independent Financial Adviser
Financial Services Administrator • Joined Feb 2022
Mortgage & Protection Advisor • Joined Jan 2024
Independent Financial Adviser
Director • Joined Jan 2024
Sales Support Administrator