Experience, Commitment and Professionalism
Chris Holt BA (Hons) FPFS, Director of Oakley Place Ltd, is a Chartered Financial Planner. This title is an objective mark of professional standing. It is awarded to individuals who can demonstrate commitment to developing knowledge, enhancing capability and maintaining ethical standards.
To retain the Chartered Financial Planner status, we must ensure that advice, service and ongoing support is of the highest quality.
We ensure that our technical knowledge and skills are up-to-date through continual professional development and comply with a strict code of ethics. You can view this at www.cii.co.uk/code.
When you trust your financial planning to Oakley Place, you can be sure that you will be dealing with a proven professional. Oakley Place Ltd prides itself on its ethical and high service standards, and the provision of a robust planning process.