Oakes Financial Planning Limited

Welcome to Oakes Financial Planning Limited, your trusted establishment in the world of finance and insurance. Based in the picturesque town of Chapel-en-le-Frith, High Peak, our insurance agency has been providing professional financial advice, guidance, and solutions to individuals and businesses for many years.

At Oakes Financial Planning Limited, we take pride in offering a wide range of services to meet the diverse financial needs of our clients. Our team of experienced and knowledgeable advisors understands that every client's situation is unique, which is why we take a personalized approach to financial planning. From pensions and retirement planning to investments and mortgages, we offer sound advice to help you make informed decisions to secure your financial future.

As an established financial planning firm, we take our responsibilities seriously. We are authorized and regulated by the Financial Conduct Authority (FCA), which means our services meet the highest industry standards. We take great care to ensure that all our clients' confidential information is handled with the utmost privacy and security.

When it comes to choosing a financial planning firm, our reputation speaks for itself. We have a long history of integrity and professionalism, and our reputation for providing honest, impartial advice continues to grow. Our point of interest is not only helping our clients achieve their financial goals, but also building lasting relationships based on trust and mutual respect.

So whether you are planning your retirement, looking to invest your savings, or want advice on how to protect your family or business, we are here to help. Contact us today to learn more about our services and how we can help you achieve your financial goals. We look forward to working with you!