The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.
You are the focus of our business: You, your life, your family, your future.
Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.
So it all starts with listening. We listen to your needs, your hopes, your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.
This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.
Call me today on 0117 9311 388 or complete my short enquiry form by clicking on the form button below and I'll be pleased to help you.
0117 9311 388
Company address: Oakridge Financial Planning Limited, 197 Bakers Ground, Stoke Gifford, Bristol, BS34 8GE
T: 0117 9311 388 E: phil@oakridgefp.co.uk
Oakridge Financial Planning Ltd is registered in England and Wales, Company No:04477172. Registered Address: 197 Bakers Ground, Stoke Gifford, Bristol, BS34 8GE.
Oakridge Financial Planning Ltd is an appointed representative of Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd, which are authorised anf regulated by the Financial Conduct Authority.
Inheritance Tax Planning is not regulated by the Financial Conduct Authority.
The guidance and/or information contained within this website is subject to the UK regulatory regime, and is thereforetargeted at consumers based in the UK.
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 13/09/2023