Oakwood Financial Services
Oakwood Property Management opened in the latter part of 2013. We felt we could bring regulation and trust into the property management industry. It is well known that the financial sector is heavily regulated by the FCA but lettings and property management has no such regulatory body and we wanted to ensure higher standards.
Mathew has worked in the financial services industry for over 10 years and holds the Diploma in Financial Planning.
Most of his experience has come from working with global financial institutions advising both individuals and businesses on how to protect, grow and manage their wealth. This has provided Mathew with a unique understanding of the challenges facing the clients he advises and providing them with bespoke personal wealth management solutions.
Mathew offers holistic advice and has an exceptional track record for services quality. He is currently working towards his Chartered Status and is recognized as a specialist in Retirement Planning and Long-Term Care Planning and has joined Oakwood as a financial planner.
Mathew is married with two young children and is very much a family man who carries his personal values of trust in to his work life where he focuses on developing strong, long-lasting and productive relationships with clients.
BSc, MBA, Dip PFS
Office: 01778 341658
Get in touch!
Whatever your insurance needs are, let us provide you with a no obligation quotation. Our Insurance Consultants can quote for any insurance you need, car, building and contents, or travel, pets and commercial. You will be surprised by the length and breadth of our insurance cover. We are just a phone call or email away.
Oakwood Insurance Brokers is a trading style of Oakwood Consultants 2015 Ltd which is authorised and regulated by the Financial Conduct Authority (676060). Registered in England & Wales company number 09338511