Major Oak Wealth Management
Mansfield
Mansfield
Let's take the first step together, we're here for you every step of the way.
Financial Planning is about aligning your finances with what is important to you, making your money more than just a number. It's not about 'off the shelf' product sales;
Show more
Be the first to leave a review for Major Oak Wealth Management.
What do you love most about your job?
Being able to help people and make a real difference to their lives. Finances are more than just numbers, it's about purchasing that dream home, planning a perfect retirement, giving peace of mind that people have 'enough' to meet their goals.
What inspired you to start your own business?
It was really important to me to be able to offer a service that wholly reflected my values, and to be myself, and so I decided to fill that gap in the market in our local area. That said, I now have clients all over the country!
Why should our clients choose you?
We offer a tailored service to cater to our clients' individual needs, be it conducting advice digitally, on the phone, face to face - we can be in touch as often or as little as you like.
We will always work in the client's best interests - and if that means not changing anything, we'll tell you!
Mortgage Advice
Whole of intermediary market mortgages
Pensions & Investment Planning
Cashflow forecasting
Protection & Insurance Planning
