Introducer Presentation

1. A Professional partnership that
benefits you and your clients
Oakdale Financial
Services Ltd

2. Why choose us?
 Oakdale’s product range is designed to provide clients with the
broadest possible choice of products and services.
 We’re committed to providing high quality financial advice with
a whole of market offering.
 Appointed representative of Tenet, the UK’s largest
independently owned IFA Group.
 Full back office administration and technology.
 We have a ‘partnership’ philosophy – working with you in a way
that suits you best and that makes the most of the
opportunities.

3. Meeting your clients’ needs
Our Products & Services
•Mortgages – Residential, Buy To Let and Commercial, Equity
Release, secured and unsecured loans, conveyancing services.
•Life Assurance - Life Cover, Family Income Benefit, Whole of Life.
•General Insurance – Motor, Household, Shops and Commercial,
Accident Sickness and Unemployment.
•Business Insurance – Key Person, Share Protection, Employers
liability, Professional Indemnity.
•Health Care – Private Medical Insurance, Critical Illness Cover,
Income Protection, Long Term Care.

4. Meeting your clients’ needs
Continued:
•Pensions – Occupational, Personal, Stakeholder, Annuities, Income
Drawdown.
•Savings and Investments - ISAs, Unit Trusts, OEICs, Investment
Trusts, Investment Bonds, Child Trust Funds.
•Wealth Preservation - Inheritance Tax Planning, Trusts, Lasting
Power of Attorney, Wills.

5. Our approach
Our approach is to give totally tailored advice to meet our clients
needs – what’s best for them, not us. If they don’t have a
financial need, then that’s the advice we’ll be happy to give.
Stage 1 Stage 2 Stage 3
Getting to know Putting together Independent
the client a tailored plan financial advice
Building a clear picture A detailed financial plan Searching the market
of their circumstances, that’s designed to meet and recommending the
their needs and their the individual client’s best products for the
goals for the future needs and aspirations client’s needs

6. And what about your needs?
 Giving financial advice yourself is prohibitive.
- Stringent compliance – Financial Services & Markets Act 2000
- Ever changing legislation and RDR
- Cost and effort of set up
- Research and training
- Technology
- Marketing – cost and effort
- Getting it wrong could be risk to your reputation
 Currently unable to provide an all encompassing service to
your clients.
 Lost opportunities and income – customers simply go
elsewhere for financial advice.

7. Is employing an adviser an option?
Yes, but…
 You have to meet all the Regulator’s stringent requirements
and procedures
 You need to keep up with changes in regulation e.g. Retail
Distribution Review, new Regulator etc
 Mixed practices have higher regulatory costs
 Not cost-effective unless you are continually providing
referrals

8. There is a solution…
By introducing your clients to Oakdale Financial Services Ltd,
you can give your clients the quality, unbiased advice they
need from someone they can trust
PLUS…
You will reap the benefits through added
income for your business

9. What’s in it for you?
 Improve your client offering.
 Client feels you are looking after
all their needs.
 Improved client retention and
repeat business.
 Clients are more likely to
recommend you to friends and
family.
 Your company will benefit from
20% of any commission received
by Oakdale Financial Services Ltd.

10. How will the relationship work?
 Initial set up in writing.
 Referral process – you simply refer cases where there is a
need for financial advice.
 Client agrees to referral.
 Provide advice at a location to suit
your client’s needs.
 Ongoing communication and reporting.
To both you and your client.
 Mutual reward.

11. The launch & ongoing support
 Agree strategy for existing/new clients.
 Help with spotting opportunities.
 Support with marketing.
 Regular meetings to track progress.

12. Final thoughts…
A mutual relationship could benefit you and your clients. By
referring your clients to us, you can rest assured that they will get
a first class service that puts their finances in a great place now
and in the future…
…and you get extra benefits
including added income for
your business

13. Thank you
for your time.