Oaksmith Financial Planning Ltd

Mortgage broker · Mold · incorporated 2020

  • Self-employed
  • Later life & equity release

Contact details published by the firm

01244 561533 Visit oaksmithfinancialplanning.co.uk

Services mentioned on its website

When we checked oaksmithfinancialplanning.co.uk on 2026-09-13, Oaksmith Financial Planning Ltd mentioned self-employed, later life & equity release. This comes from the firm's own pages, not from an assessment by us — confirm directly that it handles your situation.

Checking Oaksmith Financial Planning Ltd on the FCA Register

Its website says it is an appointed representative of St. James's Place, which takes regulatory responsibility for its advice. We haven't verified this with the FCA. Search Oaksmith Financial Planning Ltd on the FCA Register →

Questions to ask Oaksmith Financial Planning Ltd

  1. Can you recommend mortgages from the whole market, from a panel of lenders, or from a single lender?
  2. Do you charge a fee? If so, how much is it and when is it payable?
  3. How many years of accounts or tax calculations will lenders want to see for my income?
  4. Are you qualified to advise on equity release, and how would you involve my family in the decision?

Frequently asked questions

Is Oaksmith Financial Planning Ltd authorised by the FCA?

Oaksmith Financial Planning Ltd's website describes it as an appointed representative of St. James's Place, which means that firm takes regulatory responsibility for its advice. Check both names on the Financial Services Register before taking advice.

What types of mortgage does Oaksmith Financial Planning Ltd mention?

On its own website, Oaksmith Financial Planning Ltd mentions: Self-employed, Later life & equity release. Services change, so confirm directly that the firm handles your situation.

How do I contact Oaksmith Financial Planning Ltd?

Oaksmith Financial Planning Ltd's website is oaksmithfinancialplanning.co.uk and it lists the phone number 01244 561533.

Does Oaksmith Financial Planning Ltd only work with clients in Mold?

Its registered office is in Mold, but many brokers advise by phone or video and take clients from further afield. Ask the firm which areas it covers.

General information, not advice. Mortgage Brokers List is a directory, not a broker, and nothing here is a recommendation. Contact details and services come from the firm's own website; its identity was matched by the Companies House number shown there. Is this your firm? See how to request a correction or removal.