Oaksmith Financial Planning

Finance · United Kingdom · 1-10 Employees

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Overview

Headquarters

32A The Highway, Glannau Dyfrdwy, Flints...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
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Aug
ZI Rank
1
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1
1
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1

About Oaksmith Financial Planning

Oaksmith Financial Planning Ltd is a financial advisory firm based in Flintshire, providing personalized financial advice to individuals, families, businesses, and trustees primarily in the North Wales region. They offer a comprehensive range of services including investment management, retirement planning, protection planning, and corporate services, focusing on helping clients build, grow, protect, and preserve their wealth. The company prides itself on building long-term relationships with clients and tailoring advice to meet their specific financial goals. Their commitment to client well-being and clear communication has earned them a reputation for trustworthy and sound financial guidance.Explore more
Oaksmith Financial Planning's Social MediaPopular SearchesOaksmith Financial Planning LtdSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Oaksmith Financial Planni...

<$5M
1-10
Private
-
2021
N/A
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2013
N/A
<$5M
1-10
Private
-
2014
N/A
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
1992
N/A
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Oaksmith Financial Planning is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Oaksmith Financial Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Oaksmith Financial Planning.

Oaksmith Financial Planning Tech Stack

A closer look at the technologies used by Oaksmith Financial Planning

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Frequently Asked Questions Regarding Oaksmith Financial Planning

What is Oaksmith Financial Planning's official website?
Oaksmith Financial Planning's official website is www.oaksmithfinancialplanning.co.uk
What is Oaksmith Financial Planning's Revenue?
Oaksmith Financial Planning's revenue is <$5 Million
What is Oaksmith Financial Planning's SIC code?
Oaksmith Financial Planning's SIC: 62,628
What is Oaksmith Financial Planning's NAICS code?
Oaksmith Financial Planning's NAICS: 52,523
How many employees does Oaksmith Financial Planning have?
Oaksmith Financial Planning has 1-10 employees
What industry does Oaksmith Financial Planning belong to?
Oaksmith Financial Planning is in the industry of: Finance, Securities Trading
What is Oaksmith Financial Planning competition?
Oaksmith Financial Planning top competitors include: True North - A Trading Style of Positive Solutions, Ridland Wealth Management, Nice Associates, Reddings Wealth Management
What technology does Oaksmith Financial Planning use?
Some of the popular technologies that Oaksmith Financial Planning uses are: Google AdSense, YouTube, Google Tag Manager
What does Oaksmith Financial Planning do?

Oaksmith Financial Planning Ltd is a financial advisory firm based in Flintshire, providing personalized financial advice to individuals, families, businesses, and trustees primarily in the North Wales region. They offer a comprehensive range of services including investment management, retirement planning, protection planning, and corporate servic... es, focusing on helping clients build, grow, protect, and preserve their wealth. The company prides itself on building long-term relationships with clients and tailoring advice to meet their specific financial goals. Their commitment to client well-being and clear communication has earned them a reputation for trustworthy and sound financial guidance.Read More

What are Oaksmith Financial Planning social media links?
Oaksmith Financial Planning Linkedin page
Is Oaksmith Financial Planning a public company?
Oaksmith Financial Planning is private company therefore does not currently have an official ticker symbol
See more information about Oaksmith Financial Planning

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