Oakwood Financial Services - Peterborough

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Oakwood Financial Services: A Comprehensive Overview

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Oakwood Financial Services is a respected and established firm dedicated to providing a comprehensive suite of financial services to individuals and families in the Peterborough area and beyond. Located at Address: Oakwood House, High St, Market Deeping, Peterborough PE6 8ED, United Kingdom, the company operates with a commitment to personalized service and expert advice. Their phone number is Phone: 1778341658, and their website, oakwoodfinancialservices.co.uk, offers a wealth of information and resources. Currently, the company has 0 reviews on Google My Business, reflecting the need for increased visibility and customer feedback.

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Oakwood Financial Services distinguishes itself through a diverse range of specialties, including acting as a financial consultant, offering tailored financial planning solutions, operating as an insurance agency, providing robust investment services, and functioning as a mortgage lender. This multifaceted approach allows them to address a broad spectrum of client needs, from initial financial assessments to long-term wealth management. The firm’s core philosophy centers around building strong, trusting relationships with clients, prioritizing their financial goals, and delivering proactive, informed guidance.

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Location and Accessibility: Oakwood House, situated on High Street in Market Deeping, is easily accessible. The facility boasts several key accessibility features, including a wheelchair-accessible car park, a wheelchair-accessible entrance, and a wheelchair-accessible toilet. These provisions demonstrate a commitment to inclusivity and ensure that individuals with mobility challenges can comfortably engage with the firm’s services. Furthermore, the presence of a standard toilet facility is readily available.

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Key Features and Services: Oakwood Financial Services goes beyond simply offering standard financial products. They provide on-site services, designed to streamline the process and offer a dedicated point of contact. Appointments are highly recommended, allowing for a focused and in-depth discussion of individual circumstances and aspirations. The company’s team possesses a deep understanding of the complexities of the financial landscape, enabling them to provide sophisticated strategies for achieving financial security. They specialize in areas such as retirement planning, inheritance tax planning, and portfolio diversification. Their mortgage lending services are particularly noteworthy, offering competitive rates and flexible options to suit various borrower profiles.

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Client Experience and Feedback: As indicated, Oakwood Financial Services currently has no reviews on Google My Business. This absence presents an opportunity for the firm to actively solicit and showcase client testimonials, building trust and demonstrating the value of their services. The average opinion: 0/5 reflects this current state, highlighting the importance of encouraging client feedback and demonstrating the positive experiences they provide.

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Further Information: For those seeking more information about Oakwood Financial Services, a visit to their website, oakwoodfinancialservices.co.uk, is highly recommended. The site provides details on the services offered, the team’s qualifications, and frequently asked questions. The firm also prides itself on being LGBTQ+ friendly, fostering an environment of acceptance and inclusivity. Potential clients are encouraged to contact the firm directly via phone to schedule an appointment and discuss their specific financial needs.

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Summary: Oakwood Financial Services is a comprehensive financial institution located in Market Deeping, providing a range of services including financial consulting, planning, insurance, investments, and mortgages. Despite currently lacking online reviews, it offers accessible facilities and a dedicated team committed to personalized financial guidance.

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Key Highlights:

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• Financial Consultant

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• Financial Planner

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• Insurance Agency

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• Investment Service

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• Mortgage Lender

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• Wheelchair Accessible

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• LGBTQ+ Friendly

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"summary": "Oakwood Financial Services is a Peterborough-based firm offering a wide range of financial services, including consulting, planning, and lending, with a commitment to accessibility and personalized client support.",
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