Financial advice wherever you are.
The Future of Financial Planning.
The world has changed, but the Financial industry is largely still stuck in the past. At Oakway we are a bit different.
We have pioneered a digital service that allows you to take advice when, and where, you need it. This allows us to securely connect via our secure digital platform, to hold a meeting on video call via your Phone, PC or Tablet. Documents can be shared and stored, recommendations can be presented to you at your convenience. You have one secure place to review and manage your financial planning.
Me
Help manage your finances using your own secure, personal account.
Advice
Book online sessions with your Adviser through our virtual ‘Client Meeting Rooms’.
Docs
Securely store important policies and documents.
Sign
Electronic signatures to reduce paperwork and postage.