Business Details
Independent Financial Advisers in Droitwich
Established in 2007, Oakley Independent Advisers has built a reputation for delivering impartial, client-focused financial solutions. Our team of experienced professionals specialises in financial planning, pensions, wealth management, and mortgage advice, prioritising tailored strategies over product sales. With over 16 years of industry expertise, we work closely with clients to understand their unique circumstances, ensuring our recommendations align with their long-term goals.Our independence allows us to provide unbiased advice, offering access to a comprehensive range of products and services. We collaborate with accountants and solicitors to create holistic financial plans, while our commitment to transparency and ethical practices ensures clients receive trustworthy guidance. Our approach simplifies complex financial decisions, empowering individuals and businesses to achieve financial security and independence.
Services
Financial Planning
Pension Advice
Wealth Management
Mortgage Solutions
Equity Release
Highlights and features
- We offer 16+ years of independent financial advisory experience
- Our advice is completely impartial and product-agnostic
- We collaborate with accountants and solicitors for holistic planning
- We prioritise tailored solutions over generic product sales
- Our team holds specialist qualifications in financial planning
Associations and certifications
- Financial Conduct Authority (FCA)
Services
Financial Planning
Our financial planning service helps clients understand their current financial position and create tailored strategies to achieve long-term goals. We focus on debt reduction, retirement planning, and wealth accumulation through personalised solutions. With independent advice, we ensure recommendations align with individual risk profiles and lifestyle requirements.
Pension Advice
We specialise in pension planning to secure clients' financial futures. Our advisers help select appropriate pension schemes and optimise retirement savings strategies. We provide guidance on accessing pension funds while considering tax implications and lifestyle needs during retirement.
Mortgage Solutions
Our mortgage advisory service offers independent guidance for first-time buyers, homeowners, and landlords. We access multiple lenders to find competitive mortgage products while prioritising clients' financial circumstances over commission incentives from providers.
Wealth Management
We help clients protect and grow their wealth through strategic investment planning. Our service focuses on asset protection, tax-efficient savings, and long-term wealth preservation tailored to individual financial objectives and risk tolerance levels.
Equity Release
We provide guidance on equity release options for homeowners aged 55+. Our service explains lifetime mortgage features and risks while helping clients access property wealth without selling their homes through regulated financial solutions.
People
Robert Brehaut
Managing Director | Independent Financial Adviser
With extensive experience in financial services, Robert leads our advisory team. He specialises in mortgage and protection advice while ensuring clients receive strategic financial planning tailored to their unique circumstances.
Jack Brehaut
Director | Mortgage and Protection Adviser
Jack combines mortgage expertise with protection planning. He focuses on finding suitable lending solutions while ensuring clients understand associated risks and benefits through clear, jargon-free communication.
Stuart Gossage
Mortgage and Protection Adviser
Stuart specialises in mortgage advisory services, helping clients navigate property financing options. He prioritises client needs over commission incentives while providing transparent advice on protection products.
Owen Cleary
Independent Financial Adviser
Owen provides independent financial advice covering investment planning and mortgage solutions. He focuses on creating long-term strategies that align with clients' financial goals and personal circumstances.
Emily Brooks
Office Administrator
Emily supports our advisory team with administrative operations. She ensures smooth client communication and coordinates financial documentation management while maintaining professional service standards.
Questions
What financial services do you offer?
We provide financial planning, pension advice, wealth management, mortgage solutions, and equity release options tailored to individual client needs.
Are you independent financial advisers?
Yes, our independence allows us to offer impartial advice across the whole market without product restrictions or commission incentives.
How do you charge for financial advice?
We operate on a transparent fee structure explained upfront. Charges vary by service complexity and are agreed before providing any advice.
Can you help with mortgage applications?
Yes, we offer independent mortgage advice covering first-time purchases, remortgaging, and buy-to-let properties through multiple lender options.
Do you provide pension transfer advice?
Yes, we assess existing pension arrangements and advise on transfer options when beneficial, considering charges, benefits, and retirement goals.
What areas do you cover?
Based in Droitwich, we serve clients across Worcestershire and surrounding areas with both in-person and remote advisory services.
