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Savings and Investments

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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

“David has been our financial advisor since 2018. We are a small investor but that does not mean we have a small amount of his time. As you would expect he knows all the details of our account and his presentation of the documents is first class. I can ask him anything regarding investments, current and general trends plus anything else that tends to pop into my mind. He’s always said that if he doesn’t know the answer he will find out and call me back. As yet I haven’t been able to find that all elusive question.”

Mr D,  Burton-on-Trent

“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