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Financial services hub

321 Wells Road
Knowle
Bristol
BS4 2QB

Telephone: 0117 300 7096

The Ocean Financial Services (OFS) Hub is on the first and second floors of our Knowle office on Wells Road.

We established OFS in 1997. We decided that once our advisors have found their clients the perfect mortage, it makes sense for Ocean to handle all the administration, too.

Tracey Green and her team track the mortgage, double check the (many) forms, chase the lenders and generally chivvy things along to ensure there are no unnecessary hold-ups.

Our financial services team are here to help with:

  • Free independent mortgage advice and arrangement
  • Protection
  • Investment planning
  • Retirement planning
  • Inheritance Tax Planning (IHT)
  • Long Term Care Planning (LTC)
  • Pension freedoms explained

 

Financial services hub

321 Wells Road
Knowle
Bristol
BS4 2QB

Telephone: 0117 300 7096

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