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Holyoakes is a network of high quality independent financial advisers.  Based in Bromsgrove, Worcestershire with appointed representatives and advisers spanning all over the UK.

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Based in North Worcestershire, specialising in investments, pensions, mortgages and protection

With over 35 years’ experience in Financial Services I am able to help clients achieve their financial goals and understand how to do so.

Many of my clients have been with me for a decade or more. I believe that is because my approach is based on working in partnership with them. Together we identify whatever issues, concerns or requirements each client may have, and then we work through these to achieve their financial goals.

In addition to helping individuals achieve their goals, I have extensive employee benefits experience I can help employers with all aspects of their employee benefits including employee retention issues or aid recruitment. My corporate clients tend to be SMEs with between 50 and 5000 employees.

I believe in letting my clients dictate the pace and I work to their timescales. I’m not a pushy, hard-sell style of advisor at all. It’s all about building trust and confidence over time to become their trusted adviser.

I am a Chartered Financial Planner and Fellow of the Personal Finance Society.

Specialties: Individual Financial Planning & Wealth Management, Employee Benefit Advice, Employee Benefit Communication,

Based in Leeds, experienced in all aspects of personal financial planning, we provide holistic advice to make sure you have the right strategy in place to achieve your financial objectives, throughout every stage of life.

Based in North Worcestershire specialising in mortgage, protection and equity release

Based in Leeds specialising in investment and pension advice.

Based in North Birmingham specialising in investment, pension, mortgage and equity release