Oakway Connect

Financial Planning for City Professionals

Financial Advice for City Professionals

We specialise in planning the financial affairs of ambitious City professionals. We want to give the same care and attention to your money as you do to your work

What do we offer?

Our advice covers your entire financial situation. We support city professionals in tax planning, retirement planning, mortgages and family protection. Most importantly our advice is always bespoke, always designed around your goals and always supported by your adviser – who speaks your language. If they didn’t the relationship wouldn’t work.

We deliver our services in-person at our offices on Lombard Street and online via Oakway Connect – our client portal that allows you to connect with us wherever you are and check in on your financial affairs. To get started, talk to us today about your goals.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Get in touch