Our Services

A pension is simply a long-term savings plan (with attractive tax benefits) to ensure you have a steady income in your later life. We believe the key to effective retirement planning is ensuring sufficient funds are invested in to a pension fund consistently during your working life.

At Oasis Wealth, we understand the importance of creating and maintaining the right investment strategy to secure your financial future. We will provide invaluable advice and tailored investment solutions to help you achieve your financial goals.

We sometimes overlook that good health and time with our loved ones is a precious asset. At Oasis Wealth, we believe that appropriate insurances are fundamental, to provide protection to your family should an untimely tragedy affect you or your loved ones.

Tax rules can be complicated, without appropriate advice and planning it maybe difficult to pass on as much wealth as you’d like to your loved ones. We also provide tax advice on investments and pensions that benefit from tax relief which will help your wealth grows. At Oasis Wealth, we will provide you with effective tax strategies to achieve your financial goals..

Whether you are a first-time buyer or looking for a more competitive rate, it is important to have the right mortgage in place. Oasis Wealth provides key advice to help choose the appropriate mortgage that suits your needs. We assist with the application process and carry much of the heavy lifting to ensure a smooth purchase of your new property.