Oakwood Financial Services
Oakwood Financial Services opened for business in 1996 in a small office in the high street of Market Deeping with Stewart Jones providing life assurance, pension and investment needs. In 2006 he purchased the two shops and offices at 13 High Street and moved his business establishing Oakwood House. A number of advisors have worked with him and he is currently joined by Alan Kendrick.
Oakwood Insurance Brokers was formed in 1999 with the merger of two family insurance brokers in Stamford. Following the acquisition of larger premises in Market Deeping, it was decided to move the general insurance business across in order to provide a better service for our clients. Many of our clients from Stamford visit us in our office in Market Deeping.
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
Alan joined Oakwood in 2007, bringing a wealth of knowledge and expertise from his time as an IFA in Peterborough and from Barclays Bank where he rose through the ranks to become their Group Taxation Manger. As Barclays disposed of their Taxation Service, he trained as a financial adviser.
Alan has always believed in qualifications, which is why he not only has banking exams, but also obtained his Financial Adviser’s Diploma qualification within two years at a time when the industry standard was the certificate qualification. Diploma is now becoming the minimum adviser qualification.
He deals with all aspects of Financial Planning but specialises in investment related aspects, which includes pensions. He holds specialist qualifications for Equity Release.
He is married with three grown up sons, and his interests are reading and theatre. He will soon take up office as Chairman of his local Rotary Club.
ACIB – Dip PFS – CeMAP
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