Oakland Wealth Consultants LTD

: 5th Floor, Walker House, Exchange Flags, Liverpool, Merseyside, L2 3YL

: FCA Number: 1032421

Oakland Wealth Consultants Ltd, situated on the 5th floor of Walker House in Liverpool, is a highly regarded financial planning firm. With a focus on life and investment management, the expert team also specializes in pensions retirement advice, final salary pension transfers, and regulatory financial planning. Governed by FCA under registration number 1032421, their dedicated advisors provide trustworthy, regulated advice to clients across Merseyside and beyond. Known for their tailored approach to suit individual client needs, Oakland Wealth Consultants Ltd is your go-to partner for financial security. Despite being based in Liverpool, their widespread regional coverage allows them to cater to diverse clientele. Discover why so many people trust Oakland Wealth Consultants Ltd with their financial future.

Their team includes one financial adviser. Check FCA registration here.

Oakland Wealth Consultants LTD are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to Oakland Wealth Consultants LTD from the Motorway

Proceed from the M62.
Continue onto the M60.
Proceed onto the M62.
Follow Bowring Park Road/A5080 and continue on A5080.
Progress onto Edge Lane/A5047 and continue on A5047.
Turn right onto Low Hill.
Merge onto Erskine Street.
Continue onto Islington.
Follow Hunter Street/A57.
Turn left onto Byrom Street/A59.
At the roundabout, take the 4th exit and stay on Byrom Street/A59.
Veer slightly left onto Dale Street/A57.
Turn right onto Hatton Garden/A5038.
Turn left onto Tithebarn Street/A5046 and continue to follow A5046. The destination will be on the left.

List of advisers under Oakland Wealth Consultants LTD:

Oakland Wealth Consultants LTD is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website http://sjp.co.uk/products

SJP Approved : tbc

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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

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