Oak Financial

We’re based in the vibrant city of Cardiff, but distance is no barrier! We serve clients all across the UK through Zoom and phone consultations.

If you happen to be local, we’d love to meet you face-to-face for a good old-fashioned chat. Our motto is simple but powerful: advice you can trust, with a service that will leave you with a big smile.

List of services:

• Mortgage advice
• Repayment calculator
• Affordability calculator
• Credit file help guide

When you choose Oak Mortgage & Protection Solutions, you’re in safe hands with a team that’s passionate about what we do and dedicated to making your financial journey a breeze.

About Us

Our founder is Phil, a friendly forty-something Dad of one, with a passion for music, gin, and the property industry. He’s been a mortgage advisor for nearly a decade and customer service is his top priority – along with trying out as many different types of gin as humanly possible!

We’re all about building long-lasting relationships with our clients, just like the strong and stable Oak Tree represents longevity, strength, and stability. Trust and honesty are our core values, so you can be sure we’ll lay solid foundations for your future.

So get in touch and let’s build a strong and secure future together!