Oakfield Wealth Management is a firm of independent financial advisers based in Alderley Edge, Cheshire. As Chartered Financial Planners, they offer a comprehensive range of financial planning and wealth management services to both private individuals and corporate clients. Their core mission is to help clients achieve their financial goals through personalized, long-term strategies covering areas such as retirement planning, investment management, and inheritance tax planning. The firm is an appointed representative of The Openwork Partnership, which is regulated by the Financial Conduct Authority.

Founded in

South Africa