We are a qualified team of Independent Financial Planners and Advisers offering an all-round personal financial planning and advisory service in Coventry, Warwickshire and throughout the UK. Mostclients benefit from our specialist expertise in constructing and managing investment portfolios - a highly tailored, flexible approach focussed on your changing personal needs and goals.
Our expertise lies in the engineering, manufacturing, technology and B2B service sectors and the majority of our revenue is derived from the success-based fees associated with completed businesssales. We generally work with businesses with annual sales from £500k to £20M.
Our team of Professional Financial Advisers are dedicated to help you achieve your goals and aspirations. By taking care in understanding your personal circumstances and requirements, our aim is totailor the right solution to set you on the right path for success. Our Advisers hold a wealth of experience in all aspects of financial planning. We will provide continual support until your expectations have been met whilst delivering a service to you which is second to none.
We are dedicated to creating a meaningful, long-term relationship with you that is based on understanding, knowledge and commitment to progress. We are a company of action: proactive, professional andcommitted to creating long-term success and financial progression for you, our client. We understand that everyone's different, and that's why our financial planning approach is as individual as you.
Ashleigh Court can help with every aspect of your personal financial planning, from wealth management, investments, tax mitigation strategies, wills and trust planning. We also assist business ownerswith business assessments, business development and exit planning.
Oakwood Financial Management LLP was formed in 1996 and is now one of the most established firms in Coventry and Warwickshire. We pride ourselves in the skill, care and diligence that is applied toevery client to ensure that your business is dealt with in a highly ethical and professional manner. The fact that we have built our success around personal recommendation is an indication of the honest, open and impartial advice that we provide to our clients.
Our firm expertly attends to all your accountancy, taxation and business queries. Thanks to the established expertise of our experts and our dedication and many years of experience in consulting andassessment we can offer you support that you can rely on in both standard matters concerning your enterprise and complex business management assignments. We thus value highly the loyal consultancy of our clients.
Roy has been a senior manager throughout his 26 years of financial services history. In 1988 he joined Pearl Assurance as an insurance agent in Northampton then after 2 years was promoted to SalesManager and then onto a Senior Manager within the business. He was also elected to work around the country for Pearl re-viewing the working practices of their sales offices and facilitating best practices to help them improve their overall position.
Established in 1989, Future Perfect is a financial advisory business with 18 Financial Advisers looking after some 6,000 client households across the U.K. Our team of Financial Advisers includesspecialists in wealth management, mortgages, protection and general insurance. The aim of Future Perfect is to provide clients with peace of mind regarding their financial affairs and to help them achieve their financial goals.