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CONTACT DETAILS

Oakwood Financial Planning
Temple Court, Cathedral Road,
Cardiff, CF11 9HA

Our normal opening hours are 9.00am to 5.30pm
Monday to Friday.

Oakwood Financial Planning looks
forward to hearing from you.



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Investment Advice

"To invest successfully over a lifetime needs a sound intellectual framework for making decisions and the ability to keep emotions from corroding that framework" - Warren Buffet.

 

Investing for growth or income or a mixture of both. Unit Trusts, Bonds, Investment Trusts, Portfolio Management, Cash Deposit, National Savings, ISA's, TESSA's and OEIC's. Whatever your short, medium or long term objectives are, Oakwood Financial Planning will tailor an investment strategy to meet them.

 

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Oakwood Financial Planning is authorised and regulated by the Financial Services Authority.
The Financial Services Authority does not regulate tax advice and cash deposits.