Oak Wealth Planning, Independent Financial Planning

Clive Collett

Clive Collett
Position – Associate Independent Financial Planner

I have been advising clients since 1998 and offer independent advice in all areas of financial planning. I have built a wealth of experience previously working for large banking groups offering specialist advice to private clients, corporate clients and trustees.

Having joined Oak Wealth Planning in 2012 I am delighted that we have attained the prestigious Chartered Financial Planning status.

My aim is to offer the highest level of service to my clients, to be professional, honest and trustworthy in all I do.

I live in Bicester, Oxfordshire, I am married with 3 children and enjoy playing golf (badly).

Contact information

DD - 01908 597297
Mobile - 07720 678169
clive@oakwp.co.uk


Services

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