• Welcome to Oakridge Financial Planning

Testimonials

See what our clients say about us.

  • We have known Phil Culverhouse for over 10 years. He has supported us through many major financial life changes with his knowledgeable, friendly and open approach to all aspects of pensions and investments. He has a wealth of experience which mean he is able to explain complex concepts in an accessible and straight forward way. Phil is always responsive and proactive with his support and in his regular reviews he has made helpful suggestions around maximizing both our returns and other options around all things financial. If you are looking for financial planning advice which is customized to your own needs and situations, we would highly recommend Oakridge Financial Planning Ltd.

    Ted Riley & Jo Edwards

  • I have known Phil Culverhouse since 2001 when i first felt i needed financial assistance. His advice then and subsequently has proved very sound and beneficial. his warm professional but simplistic approach to the complex world of finance leaves me with no hesitation in recommending Phil to anyone in need of financial planning in the future.

    Paul Scott

  • Phil always keeps me up to date with my account.  He is always willing to answer my questions and explain how my account may be affected. When arranging appointments he is able to fit in time to see me at my convenience. I am very pleased with the service he provides and would recommend him to anyone who needs financial assistance.

    Susan Punton

  • Phil Culverhouse has been my Financial Advisor for more than 20 years. He has helped myself and my family in making the right choices in every situation whether it be mortgage or investment advice and would certainly recommend everyone to take advantage of his great experience in the financial marketplace.

    Cheryl Garrad

  • We have been clients of Phil Culverhouse at Oakridge Financial Planning Limited for a number of years and have found him to be consistently knowledgeable, professional and approachable. The advice and information provided is always clear, concise and appropriate to our needs and we feel that he has our best interests at heart.

    Liz Lloyd Davies

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 advice contained within this website is subject to the UK regulatory regime, and is thereforetargeted at consumers based in the UK.