Financial Advice at Oaktree

Date: 4th March 2019

As of February 2019, Oaktree Accountants have taken onboard a unique partnership, allowing their valued clients even more services at their disposal. This partnership is with a Local Independent Financial Adviser, Taylor Beavis who operates Nationwide.

As an Oaktree client, you are able to access a full range of services through Taylor, these are as follows:

  • A free in-depth personal ‘Financial Health Check’ for you, your friends and family. This Health Check will review your existing Pensions, Investments and Family Protection and make recommendations to you as to how you can get into better financial shape.
  • A free in-depth ‘Business Health Check’ looking at our key areas for businesses to consider ensuring the business is in a sound position.

And, if that wasn’t enough …

  • If you are referred through to Taylor via Oaktree Accountants and you undertake the full Financial Health Check, Taylor will arrange for your own single/double basic wills to be undertaken by his trusted will writing team, again free of charge.

You can request your free Health Checks by contacting Oaktree today.

Please remember that this can be shared with your colleagues, friends and family too!

Why not get in touch and see how we can help?

It’s free, it’s confidential and it’s completely without obligation. Simply send us a message or request a call-back and we will be delighted to contact you at the earliest opportunity to discuss your potential needs and share our experience.