Oakbank Financial Services was established by Allan Campbell and Ray Faherty in April 2010. Their aim was to build an Independent Financial Advisory firm equipped to deal with changing client needs, and evolving legislation.
Our office is based in the centre of Perth, mainly dealing with Pensions, Investments and Life Insurance. This incorporates long term planning, meeting short term needs and preparing, as much as possible, for unforseen events.
We have continued to grow over the last few years, with John Erskine joining us in 2018, George Henderson in 2020 and earlier this year Derek Adam. We now have a team of six advisers all based locally.
The prominence of Financial Services in the news agenda, and constantly changing legislation have made the role of an IFA increasingly important to everyone.
Our business ethos is to provide a service tailored to meet client’s requirements, this usually incorporates face to face meetings in our Perth office but with full online support and access to up to date information through secure access via our Website.
Between them, our team have over 100 years experience in Financial Services, much of it based locally. Aided by excellent support staff, and the use of up to date technology they intend to continually build a business to meet the needs of current and future clients.
Oakbank Financial Services Ltd is Authorised and Regulated by the The Financial Conduct Authority.