Brynmoor
Eight Acre Lane
Hastings
TN35 4NL
Clive David Meekham
Financial Advisers based in Hastings
About
Three Oaks Financial have been helping people for over 25 years to understand their finances. I look after those who are getting on to the property ladder for the first time looking for a mortgage and the protection for their families. Helping those who are looking to save for their future income needs or are retiring and long into retirement and helping them to maximise their retirement income. Investing in the most tax efficient way to maximise returns for their investments.
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.