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Oak Financial Solutions LTD

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162 East Bawtry Road, Rotherham, South Yorkshire, S60 4LF
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FCA Number: 612486

Oak Financial Solutions Ltd, with FCA registration number 612486, is a noteworthy financial firm situated on East Bawtry Road, Rotherham, South Yorkshire. With a client-focused approach, the firm offers regulated advice and financial planning within areas encompassing life insurance, investments, and retirement assistance. In particular, they specialize in final salary pension transfers and pensions retirement advice. As a trusted advisor for individuals and businesses in Rotherham and surrounding counties, Oak Financial Solutions Ltd continuously ensures a tailored delivery of services, catering to their clients' unique needs. They are known for their professional yet friendly style, making them a go-to choice for those seeking comprehensive financial solutions.

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

Oak Financial Solutions 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 Oak Financial Solutions LTD from the Motorway

  1. From the M1, proceed to the M69 ramp leading to Birmingham/Coventry. Upon reaching the roundabout, take the fourth exit onto the M1 ramp pointed towards Nottingham/Newark/Leicester (N). Merge seamlessly onto the M1 and maintain a rightward direction to stay on M1.
  2. Next, take the exit directed towards Rotherway/A630. At the roundabout, maneuver onto the third exit that leads onto Rotherway/A630.
  3. When you reach the next roundabout, guide your vehicle onto the second exit which feeds into W Bawtry Rd/A631. At the final roundabout, take the third exit onto E Bawtry Rd/A631. Your destination will eventually be on the left side.

List of advisers under Oak Financial Solutions LTD:

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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.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.

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