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 R. & Jo E.
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 and Quilter Mortgage Planning Limited 02/10/2024.