Stacey Sail
Oakfield Financial Services Limited
Minimum savings/pensions: Any amount
Minimum mortgage: Any amount
0330 038 8941
Based in Braintree
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: April, 2024
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Stacey is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stacey's status
Last checked: 29 March 2025
13
Recent Client Reviews
Stacey has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 13 March 2025
6
Qualifications Uploaded
Stacey has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 qualification certificates available to view
Transparent Fees
Stacey has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Stacey has provided information on their typical fees
Checks carried out by VouchedFor
FCA status: Certified by Firm
Stacey is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Stacey's status
Last checked: 29 March 2025
13
Recent Client Reviews
Stacey has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 13 March 2025
6
Qualifications Uploaded
Stacey has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 qualification certificates available to view
Transparent Fees
Stacey has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Stacey has provided information on their typical fees
I can help you answer some of your big financial questions: • Do you have enough money to last the rest of your life? • What lifestyle can you afford without running out of money? • Could you pay less tax? • Are you taking more risk with your investments than you need to? • Could you do anything better? • How can you help your children and still know you can afford to pay care fees if you need to? • When can you afford to retire? • What should you do with your inheritance? • What does your financial future look like? I have the experience, knowledge and understanding to help you make the best decisions for your future with an amazing team to work with. I aim to communicate as simply as possible and focus on understanding you thoroughly before offering any advice or solutions so the recommendations I provide are highly personalised, effective and understandable. We can arrange an initial meeting for a chat to see if I can help you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Stacey's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
Review
by a verified client in Essex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Looking to retire
How has Stacey Sail helped you?
Yes. Stacey has been very informative and really patient with is
Have you seen the outcome you were hoping for?
We think the outcome is better than we had hoped for
What could they have done better?
Nothing at all
Review
by a verified client in Essex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had to get my dads private pension to pay for my dads care fees.
How has Stacey Sail helped you?
Stacey was absolutely fantastic, she worked extremely hard against a private pension company that were absolutely awful. She took so much pressure of me and kept me up to date with absolutely everything.
Have you seen the outcome you were hoping for?
Yes 100% I wish I had found Stacey sooner.
What could they have done better?
Nothing she was brilliant.
Review
by a verified client in Essex
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Buying our first house.
How has Stacey Sail helped you?
She helped us find a mortgage, life insurance and income protection.
Have you seen the outcome you were hoping for?
Absolutely.
What could they have done better?
No idea, she was fantastic.
Review
by a verified client in Essex
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Buying our first home
How has Stacey Sail helped you?
By offering us competitive mortgage rates, providing quotes on life insurance and salary protection. Stacey has been so friendly and patient, explaining all of the processes as we go along.
Have you seen the outcome you were hoping for?
Yes!
What could they have done better?
No improvements needed!
Review
by a verified client in Essex
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed to clear debts
How has Stacey Sail helped you?
Stacey advised best way to draw some of my pension and still grow remaining pension
Have you seen the outcome you were hoping for?
Waiting for final outcome
What could they have done better?
Nothing smooth process
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