Jeli Financial Services

Oakwood Financial Services is a new IFA business and was formed in 2015 to provide clients with holistic financial advise including investments, pensions, mortgages and protection services.

We believe different clients have different needs and tailor our services accordingly; we offer an initial advice, execution only and on-going services.

• We are customer centric;
• We demonstrate integrity;
• We communicate openly and clearly;
• We are inclusive and collaborative;
• We respect and support one another;
• We do the right thing;
• We are commercially focused.