Oak Wealth Planning, Independent Financial Planning

About Us

We pride ourselves on having advisers who hold advanced professional qualifications relevant to financial planning. We believe that highly qualified advisers are the cornerstone of providing sound financial advice and insist that our financial planners are constantly striving to build on their qualifications and industry knowledge.

Our advisers have many years of experience dealing with a variety of High Net Worth clients covering all areas of financial planning. We are well aware that you have worked extremely hard to build up your wealth and we aim to assist you to build, preserve and protect your assets throughout the various stages of your personal or business life.

We provide face-to-face advice and specialise in meeting the financial planning needs of people who have created more capital or who earn higher incomes than average and whose circumstances are more complicated than usual. You may ask us to address simple and straight forward issues or to resolve complex and multi-faceted problems. Whatever your circumstances may demand, we will respond with a reliable and personal advice to the highest standard, tailored to suit individual or corporate requirements.

Choosing a financial planner as your partner in building wealth and security is one of the most important decisions you will ever make. Look around our website, take your time, choose wisely and we hope that we can earn the right to work with you in the future. We look forward to hearing from you and to welcoming you as a valued client of Oak Wealth Planning.

Services

Oak Wealth Planning offer a range of financial services for different types of clients. We ensure that the advice we offer for people in different circumstances is sound, accurate, and educated.

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