Retirement Planning
Understand how much you may need, when you could retire and how to create a sustainable retirement income.
Plan your retirement →
Financial Planning With Purpose
Build a future with clarity and confidence.
Personal financial advice for pensions, retirement, investments, protection and mortgages. We help you understand your options, make informed decisions and create a plan around the life you want.
Personal AdviceBuilt around your priorities
Long-Term PlanningFocused on your future
Clear ExplanationsNo unnecessary jargon
Our Services
Discuss Your Goals
Advice for the financial decisions that matter most
Pension Advice
Review existing pensions, understand your options and plan contributions around your long-term goals.
Review your pensions →Investment Planning
Create an investment approach that reflects your objectives, time horizon and attitude to risk.
Discuss investments →Protection Planning
Explore life cover, critical illness cover and income protection to help protect your family and finances.
Review your protection →Mortgage Advice
Guidance for first-time buyers, home movers, remortgages, landlords and property investors.
Discuss your mortgage →Business Owner Planning
Financial planning for directors and business owners, including protection, pensions and succession considerations.
Plan around your business →
About Oakstone
Meet Your Adviser
Advice designed around your life, not just your money
Financial planning is about more than products. It starts with understanding your goals, responsibilities, concerns and priorities. We explain your options clearly and help you build a practical plan that can adapt as your life changes.
✓Personal, goal-based planning
✓Clear explanation of costs and risks
✓Regular reviews and ongoing support
✓Remote and in-person meetings
✓Planning for individuals and families
✓Support for business owners
Your Financial Plan
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A structured approach to your future
Your plan can bring together your income, savings, pensions, investments, protection and future goals.
Your Goals
Define what you want your money to help you achieve.
Your Position
Understand where you are today and identify any gaps.
Your Strategy
Create a practical recommendation tailored to your circumstances.
Your Reviews
Keep the plan updated as markets, rules and your life change.
How It Works
A clear financial planning process
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Initial Conversation
We discuss your priorities, concerns and the type of advice you may need.
2
Financial Review
We gather information about your income, assets, debts, pensions and protection.
3
Recommendations
You receive clear, personalised recommendations with costs and risks explained.
4
Ongoing Support
Your plan is reviewed regularly and adjusted when your circumstances change.
Client Reviews
Trusted for clear and thoughtful advice
“For the first time, we understand what retirement could realistically look like and what steps we need to take.”
JM
James M.Retirement planning client
“Everything was explained clearly, without pressure or jargon. We felt informed throughout the process.”
SR
Sarah R.Investment planning client
“The advice helped us put the right protection in place for our family and business.”
DP
David P.Business owner
Frequently Asked Questions
Common questions about financial advice
What happens at the first meeting?
The initial conversation is used to understand your goals, priorities and whether professional advice may be suitable for you.
How are financial advice fees charged?
Fees vary depending on the complexity and type of advice. All fees should be explained clearly before any work begins.
Do you offer ongoing financial planning?
Yes. Ongoing reviews can help keep your plan aligned with your goals and changing circumstances.
Can meetings be held remotely?
Yes. Consultations can be offered by secure video call, telephone or in person, depending on availability.
Take the first step towards a clearer financial future
Arrange an initial consultation to discuss your goals and understand how financial planning may help.
Contact Oakstone
Start with an initial conversation
Tell us what you would like to achieve and the area of advice you are interested in.
Call us
01234 567 890
01234 567 890
Appointments
Remote and in-person meetings available
Remote and in-person meetings available
Office hours
Monday–Friday: 9:00–17:30
Monday–Friday: 9:00–17:30
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