Why we might be the ones who can help.
As the mighty Oak Tree represents longevity, strength & stability, we specialise in forging long term relationships with our clients based on trust and honesty, to build solid foundations for their future.
Our tailored mortgage & protection solutions come with easy to understand, jargon free advice. So, whether you’re buying your first home, refinancing a buy to let property, or putting in place life insurance, you can be sure that you’ll be met with great service, an easy process and advice you can understand.
We are based in Cardiff, but we give advice to clients all around the UK via Zoom and phone. Of course, if you’re local to us then we are more than happy to arrange a face to face meeting
A forty-something Dad of one, with a passion for music, gin, and the property industry.
Having been a mortgage advisor for the best part of a decade, customer service is at the forefront of everything he does, as well as trying as many different types of gin as humanly possible.
Arguably the most important thing when using a broker. We have years of experience in the industry to provide you with the correct advice for your circumstances, every single time.
Great service begins with flexibility. Our appointments are available at times to suit you, including evenings and weekends.
Our process can be tweaked for your personal preferences to make things as easy and smooth as possible. Service is at the heart of everything we do. If you’re not happy, neither are we.
Our experience in the finance industry dates back to 2004 at Barclays Bank. Since then, all manner of job titles & roles have come and gone giving us a wide range of experience.
We settled in the mortgage market in 2014, initially in the specialist finance area but later mainstream mortgage market, and haven’t looked back since.
To ensure you’re experience is as smooth as possible, we have developed a bank of free tools to help you out.
As the mighty Oak Tree represents longevity, strength & stability, we specialise in forging long term relationships with our clients based on trust and honesty, to build solid foundations for their future.
Oak FS Ltd trading as Oak Financial is registered with the Data Protection Act 1998 Registration Number ZB473115 and is authorised and regulated by the Financial Conduct Authority under Firm Reference Number 1015779 and are an Appointed Representative of TMG Direct Limited which is authorised & regulated by the Financial Conduct Authority under Firm Reference Number 786245 and registered with the Data Protection Act 1998 Registration Number: ZA178200.
Think carefully before securing debts against your home. Your home may be repossess if you do not keep up repayments on a mortgage or any other debt secured on it. The guidance contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
