About Wealth & Pensions
Providing Independent and bespoke financial advice on pensions, investments, inheritance tax and general tax.
At Oakhill, we are pleased to offer independent and tailored financial advice in the following areas:
- Pensions – Guidance on both new and existing pension plans
- Investments – Support with new and existing investment portfolios
- Inheritance Tax Planning – Efficient planning to minimise your potential exposure to Inheritance Tax
- General Tax Planning – Making the most of what you have today, to help you plan for your future
Your initial consultation is free of charge. Afterward, we will provide a clear quote for any work that we can help you with, allowing you to make an informed decision about your next steps.
The key advantage of working with Oakhill is that we now offer a comprehensive range of financial services under one roof. This complements our existing mortgages and protection services we already provide to our clients.
Meet Joe
With 25 years of experience in financial services, Joe is passionate about helping individuals and families make the most of their money while navigating life’s challenges. For Joe, financial planning is not just about numbers—it’s about empowering people to live their best lives and achieve their goals. While clients may not yet know exactly what they want their future to look like, Joe believes they’ll know what they don’t want—and that’s where the planning process begins.
Joe works closely with clients, often in collaboration with their accountants and solicitors, to provide a more comprehensive view of both financial and legal matters. The goal is to ensure that each financial plan reflects not only the client’s current situation but also their long-term aspirations.
On a personal note, Joe is a music enthusiast who continues to add to a growing vinyl collection. A dedicated West Ham supporter, Joe is passionate about the team, cheering them on through every season. To start planning your future, reach out to Joe for an initial conversation and take the first step toward achieving your financial goals.
Link to: Contact Us
Want to know more?
Call us for a friendly chat on 01483 359462 or email: enquiries@oakhillwp.com
Oakhill Wealth & Pension is a Trading Style of Rosemount Financial Solutions (IFA) Ltd which is authorised and regulated by the Financial Conduct Authority. Rosemount Financial Solutions (IFA) Ltd is authorised and regulated by the Financial Conduct Authority. Registered as a Limited Company in England & Wales No 05668905. Registered Address: Rosemount House, 2-4 Chequers Road, Basingstoke RG21 7PU.
If you wish to register a complaint, please write to complaints@rosemountfsIFA.co.uk or telephone 01256 405460
A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.