Christopher Neil

Christopher Neil

OakTree Financial Services

Minimum savings/pensions: Over £50,000

Unavailable for contact through VouchedFor

Based in Chesterfield
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4.9 out of 5

22 reviews


Not fully verified by VouchedFor

As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.

Not fully verified by VouchedFor

As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.

Confused by new pension legislation? don't get caught out by the small print, call me for a no obligation chat. I am an Independent Financial Adviser who is client focused and looks to build long standing client relationships based on trust. I have been in the financial services industry since 1989, an Independent Financial Adviser since 1993. I pride myself on being able to communicate what can be complex issues in a clear and unambiguous manner. I will review your goals and objectives and provide you with an honest appraisal of the likelihood of you meeting your goals and identify any areas of concern for further consideration. I offer a range of services including initial advice and investment portfolio planning encompassing on-going reviews where appropriate. I treat every client as an individual to ensure my advice is tailored to their own specific needs and circumstances. Due to legislation and compliance costs I have put £50,000.00 as a benchmark minimum investment. I am however, happy to discuss things on an individual clent basis. Potential clients who are building their assets should not let this figure be a barrier to you seeking advice from me. There is no charge for an initial informal discussion so please do not hesitate to contact me if you would like to review any current investments or discuss any additional financial planning needs.

£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).

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