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Savings and Investments

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Auto Enrolment

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General Insurance

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What our clients say

“We used Oak County as mortgage advisors for our first home, and they were fantastic! Excellent communication, brilliant service and most importantly, got us a good mortgage deal. Thanks.”

Mr D, Shrewsbury

“Hi Rachael,

Thanks for your message – and a huge, huge thank you for all you did to get this through for me. It meant an awful lot and you’ve been an absolute star and a credit to your profession.

With your permission I’d like to leave a Google review of the great work you’ve done and are you happy for me to recommend you to people if they ask for mortgage or insurance advice please?

Hoping you and your family stay safe during these mad, crazy times.

Best wishes”

Ms R, Leicester

“Thanks Rachael

R H is due here at 9.15am tomorrow to value the house. Very exciting!

I’m over the moon with this mortgage arrangement you’ve found. It’s perfect for this first stage. And help with the legal fees too!  Thanks again.”

Mrs C S, Lawley, Telford

Here to help

Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them.

We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.

Want to know more?

To find out more or to arrange a meeting with us, please
call 01952 463811, or email