A Professional partnership that benefits you and your clients

Oakdale Financial Services Ltd

Why choose us?

Oakdale’s product range is designed to provide clients with the broadest possible choice of products and services.

We’re committed to providing high quality financial advice with a whole of market offering.

Appointed representative of Tenet, the UK’s largest independently owned IFA Group.

Full back office administration and technology. We have a ‘partnership’ philosophy – working with you in a way

that suits you best and that makes the most of the opportunities.

Meeting your clients’ needs

Our Products & Services•Mortgages – Residential, Buy To Let and Commercial, Equity Release, secured and unsecured loans, conveyancing services.

•Life Assurance - Life Cover, Family Income Benefit, Whole of Life.

•General Insurance – Motor, Household, Shops and Commercial, Accident Sickness and Unemployment.

•Business Insurance – Key Person, Share Protection, Employers liability, Professional Indemnity.

•Health Care – Private Medical Insurance, Critical Illness Cover, Income Protection, Long Term Care.

Meeting your clients’ needs

Continued:•Pensions – Occupational, Personal, Stakeholder, Annuities, Income Drawdown.

•Savings and Investments - ISAs, Unit Trusts, OEICs, Investment Trusts, Investment Bonds, Child Trust Funds.

•Wealth Preservation - Inheritance Tax Planning, Trusts, Lasting Power of Attorney, Wills.

Our approach

Our approach is to give totally tailored advice to meet our clients needs – what’s best for them, not us. If they don’t have a financial need, then that’s the advice we’ll be happy to give.

Stage 1 Stage 2 Stage 3

Getting to know the clientBuilding a clear picture of their circumstances, their needs and their goals for the future

Putting together a tailored planA detailed financial plan that’s designed to meet the individual client’s needs and aspirations

Independent financial adviceSearching the market and recommending the best products for the client’s needs

And what about your needs?

Giving financial advice yourself is prohibitive.- Stringent compliance – Financial Services & Markets Act 2000- Ever changing legislation and RDR - Cost and effort of set up- Research and training- Technology- Marketing – cost and effort- Getting it wrong could be risk to your reputation

Currently unable to provide an all encompassing service to your clients.

Lost opportunities and income – customers simply go elsewhere for financial advice.

Is employing an adviser an option?

Yes, but…

You have to meet all the Regulator’s stringent requirements and procedures

You need to keep up with changes in regulation e.g. Retail Distribution Review, new Regulator etc

Mixed practices have higher regulatory costs Not cost-effective unless you are continually providing

referrals

There is a solution…

By introducing your clients to Oakdale Financial Services Ltd, you can give your clients the quality, unbiased advice they need from someone they can trust

PLUS…

You will reap the benefits through added income for your business

What’s in it for you?

Improve your client offering. Client feels you are looking after

all their needs. Improved client retention and

repeat business. Clients are more likely to

recommend you to friends and family.

Your company will benefit from 20% of any commission received by Oakdale Financial Services Ltd.

How will the relationship work?

Initial set up in writing. Referral process – you simply refer cases where there is a

need for financial advice. Client agrees to referral. Provide advice at a location to suit

your client’s needs. Ongoing communication and reporting.

To both you and your client. Mutual reward.

The launch & ongoing support

Agree strategy for existing/new clients. Help with spotting opportunities. Support with marketing. Regular meetings to track progress.

Final thoughts…

A mutual relationship could benefit you and your clients. By referring your clients to us, you can rest assured that they will get a first class service that puts their finances in a great place now and in the future…

…and you get extra benefits including added income for

your business

Thank you for your time.