Welcome to Oakley independent limited

we are an experienced team of financial advisers providing financial advice to individuals and businesses in Merseyside and the local area

About us:

It’s not always easy to find an Independent Financial Adviser who is right for you or your company. You need an experienced professional to cut through the clutter in today’s market. With knowledge spanning over 90 years in the world of financial services, We give you efficient, impartial solutions, once we have identified and evaluated your own personal needs.

We believe the following are important:

  • An ethical way of dealing with our clients
  • A holistic advisory process with each client
  • Giving our clients the best service in the market place

Looking for the right Independent Financial Adviser can be a complicated and daunting process. Offering a different, yet professional service is essential in today’s cluttered market. We strongly believe that we can offer the right service for you or your company, offering a wide range of different, yet effective solutions.

We believe that websites can’t advise people on their financial futures, nor should they. When dealing with people’s finances a personal touch is necessary, giving the chance to both identify and evaluate your own personal needs.

Our Services

Want to know more?

Call us for a friendly chat on 01744 818 111 or email: info@weareoakley.co.uk