Stacey Sail

Stacey Sail

Oakfield Financial Services Limited

Minimum savings/pensions: Any amount

Minimum mortgage: Any amount

0330 038 8941
Based in Braintree
View location

Top Rated 2025
Verified since: April, 2024

4.9 out of 5

21 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 29 April 2025

    Stacey is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stacey's status

  • 14

    Recent Client Reviews

    Verified reviews: 100%

    Stacey has received 14 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 13 March 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 6

    Qualifications Uploaded

    6 qualification certificates available to view

    Stacey has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Stacey has provided information on their typical fees

    Stacey has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 29 April 2025

    Stacey is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stacey's status

  • 14

    Recent Client Reviews

    Verified reviews: 100%

    Stacey has received 14 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 13 March 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 6

    Qualifications Uploaded

    6 qualification certificates available to view

    Stacey has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Stacey has provided information on their typical fees

    Stacey has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

I can help you answer some of your big financial questions: • Do you have enough money to last the rest of your life? • What lifestyle can you afford without running out of money? • Could you pay less tax? • Are you taking more risk with your investments than you need to? • Could you do anything better? • How can you help your children and still know you can afford to pay care fees if you need to? • When can you afford to retire? • What should you do with your inheritance? • What does your financial future look like? I have the experience, knowledge and understanding to help you make the best decisions for your future with an amazing team to work with. I aim to communicate as simply as possible and focus on understanding you thoroughly before offering any advice or solutions so the recommendations I provide are highly personalised, effective and understandable. We can arrange a free initial meeting for a chat to see if I can help you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Stacey's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

Household income

Mortgage value

Savings

Clients' level of financial expertise

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