Oakmont Financial Advice provides holistic, independent guidance across pensions, investments, mortgages and Equity Release - built around you, not a product
1 customer review
Chris
What a fantastic service we received from Samantha, really helpful and friendly and very knowledgeable. Tried really hard to get us through best deal and would absolutely recommend.
What do you love most about your job?
Helping people plan their financial future and achieving their dreams, be that retirement goals, homeownership or savings.
What inspired you to start your own business?
Being able to have control over the hours I work in order to assist as many people as possible.
Why should our clients choose you?
A personal, friendly approach. I am also able to assist on the entire process, and will be there to support my clients on all elements of their financial future until retirement.
Can you provide your services online or remotely? If so, please add details.
Yes, appointments can be carried out via the phone or zoom.
What changes have you made to keep your customers safe from Covid-19?
Remote appointments available - via zoom or the phone.
Mortgage Advice
Able to advise on all aspects of the mortgage process, from first time buyers to remortgages.
Mortgage Advice - Help to Buy
Able to advise on all aspects of mortgaging a property using the help to buy equity loan.
Mortgage Advice - Shared Ownership
Able to advise on all aspects of mortgaging a property using the shared ownership scheme, including the schemes personal affordability calculator.
Protection Advice
Able to advise on all aspects of protection, including life insurance, income protection and critical illness.
Equity Release
Able to advise on all areas of Equity Release
Financial Advice - Pensions
Able to advise on retirement planning
Financial Advice - Investments
Able to advise on different types of investments
