About Us

We are a firm of financial advisers based in Shropshire, UK. We provide advice to both individuals and companies on all aspects of financial planning, through a long term approach of fully understanding our clients’ needs, wants and aspirations and then prioritising objectives. As fully independent advisers, our clients benefit from our being able to offer advice on the broadest range of products and services. Whether it be for investment advice, retirement planning, inheritance tax planning or simply reducing costs, we have many years of experience in finding the most suitable solution for our clients’ needs.We provide advice and help following a personal / business financial review which can take place at a convenient time and place. Usually a review will start with a very broad discussion of your concerns and aspirations, before moving on to a thorough financial review.Following your initial review, we will take time to consider your situation, needs and priorities before writing a detailed financial report. We will discuss this face to face in a follow up meeting in which we’ll fully explain our recommendations and agree affordable priorities to assist you in achieving your objectives.
Our charges can be structured in several ways for investments, either fixed fee or percentage based on a regular or one off basis. For insurance products we are paid on a commission basis. Either way will result in our fully disclosing our fees in an open and transparent manner.

The People at Oak County…

 

John Booth

About John

John Booth, DipPFS – Independent Financial Adviser (Director)

In 1992 John set up Oak County Financial Services, after many years’ experience in the financial services industry. He is a qualified and practising Independent Financial Adviser with a Diploma of the Personal Finance Society. He advises on Investments, Tax Planning and Pensions for both corporate and personal clients. He also holds additional qualifications in order to be able to offer advice on Equity Release and Long Term Care.

David Hunt

About David

David Hunt, DipPFS Certs CII (MP & ER) – Independent Financial Adviser

David has over 19 years of experience in Financial Services. A qualified and practising Independent Financial Adviser, he joined Oak County in 2016, having previously worked for both local and national Financial Adviser firms, settling with Oak County as he prefers to deliver a bespoke client orientated proposal rather than a corporate ‘one size’ fits all proposition.

An experienced and knowledgeable Independent Financial Adviser, David holds the Diploma of the Personal Finance Society qualification, as well as Advanced Pension, Long Term Care, Mortgage & Equity Release qualifications.

Lisa Bedford

About Lisa

Lisa Bedford,  CeMAP– Mortgage & Compliance Manager

Lisa has been with Oak County Financial Services since November 2002. She holds Accountancy and Marketing qualifications as well as being a qualified and practising Mortgage Adviser having attained her Certificate in Mortgage Advice & Practice. Lisa is responsible for overseeing the compliance of Mortgage & General Insurance regulation and also manages the company’s accounts administration.

Rachel Tyrrell

About Rachel

Rachael Tyrrell, DipFA – Mortgage and Protection Adviser

Rachael spent 19 years as a Legal Executive before joining the financial services industry in 2007.  Rachael holds the Diploma for Financial Advisers and currently specialises in buy to let and residential mortgages and protection planning. An active member of the Shropshire branch of the Federation of Small Business, Rachael works with business and personal clients. She is also an active net worker in the County.” She also holds additional qualifications in order to be able to offer advice on Equity Release.

Want to know more?

Call us for a friendly chat on 01952 463811 or email: financialservices@oakcounty.co.uk