Business Details
32 Years
experience
Expert Financial Advisers in Woking
Established in 1994, Oakhill IFS has built a reputation for delivering client-focused financial solutions. Founded by the De Vivo brothers, our firm combines decades of industry expertise with a commitment to impartial advice. We specialise in mortgages, protection, wills and trusts, pensions, and insurance, offering tailored strategies to meet individual and corporate needs. Our team of qualified professionals prioritises transparency, ensuring clients receive jargon-free guidance aligned with their long-term goals.Regulated by the Financial Conduct Authority, we maintain rigorous compliance standards while fostering trust through consistent, ethical service. With a strong emphasis on client testimonials and referrals, our growth reflects our dedication to exceeding expectations in financial planning and wealth management.
Services
Mortgages
Protection
Wills and Trusts
General Insurance
Pensions
Estate Planning
Life Assurance
Income Protection
Business Protection
Digital Services
Details
- Year established: 1994
Highlights and features
- Client-centric approach with tailored financial solutions
- Experienced team with decades of industry expertise
- Regulated by the Financial Conduct Authority for trust and compliance
- Comprehensive services covering mortgages, protection, and estate planning
- Proven track record of positive client testimonials and referrals
Associations and certifications
- Financial Conduct Authority
What people say
Outstanding support
Personalised guidance
Quick responses
Expert knowledge
Stress-free process
Services
Mortgages
We provide expert mortgage advice tailored to first-time buyers, home movers, and investors. Our advisers compare market-leading deals to secure competitive rates and suitable terms. With access to whole-of-market products, we guide clients through fixed, variable, and specialist mortgages while explaining options clearly. Our support extends from application to completion, ensuring a stress-free process aligned with individual financial circumstances.
Protection
Our protection services cover life assurance, critical illness cover, and income protection tailored to safeguard families and businesses. We assess individual needs to recommend policies that provide financial security against unforeseen events. By explaining policy terms clearly and comparing providers, we ensure clients receive adequate coverage at competitive premiums. Our ongoing support includes reviewing policies to adapt to changing life circumstances, ensuring continued protection for dependants.
Wills and Trusts
We offer comprehensive will-writing and trust services to ensure clients' assets are distributed according to their wishes. Our experts advise on mitigating inheritance tax, appointing guardians for dependants, and establishing trusts for asset protection. By explaining legal requirements and tax implications clearly, we help clients create legally sound documents. Our services also include probate assistance to simplify estate administration for executors.
General Insurance
We provide tailored home and commercial insurance solutions to protect property and assets. Our advisers compare policies to ensure adequate coverage for buildings, contents, and landlord-specific risks. By explaining policy terms and excesses clearly, we help clients make informed decisions. We also offer life assurance and critical illness cover integration, ensuring comprehensive protection aligned with individual risk profiles and financial goals.
Pensions
Our pension services include independent advice on retirement savings, investment strategies, and inheritance tax planning. We assess clients' current provisions and recommend tailored solutions to meet retirement goals. By explaining pension types and tax efficiencies clearly, we help maximise retirement income. We also advise on consolidating existing pensions and optimising contributions for long-term financial security.
People
Dom De Vivo
Director
Co-founder with over 25 years in financial services, specialising in mortgage strategy and business growth. Committed to client-focused solutions and regulatory compliance.
Carmine De Vivo
Director
Key figure in expanding Oakhill's protection and insurance offerings. Focuses on risk management solutions and fostering long-term client relationships through expert guidance.
Alberto De Vivo
Director
Specialises in estate planning and pensions. Drives innovation in trust structures and tax-efficient wealth transfer strategies while maintaining client trust.
Lavinia
Mortgage Adviser
Award-winning adviser known for exceptional client service in residential and first-time buyer mortgages. Recognised for responsiveness and detailed market knowledge.
Joe
Mortgage Adviser
Specialises in complex mortgage cases and competitive rate negotiations. Praised for clear communication and dedication to resolving client challenges efficiently.
Questions
What financial services does Oakhill offer?
We provide mortgages, protection, wills and trusts, pensions, general insurance, and estate planning solutions tailored to individual and business needs.
Are Oakhill's advisers regulated?
Yes, we are authorised and regulated by the Financial Conduct Authority, ensuring compliance with strict industry standards.
How do Oakhill's mortgage services work?
Our advisers compare whole-of-market products to find competitive rates, explain options clearly, and guide clients from application to completion.
Can Oakhill help with inheritance tax planning?
Yes, we offer specialist advice on wills, trusts, and tax-efficient wealth transfer strategies to minimise inheritance tax liabilities.
What protection policies are available?
We provide life assurance, critical illness cover, income protection, and business protection tailored to individual risk profiles.
