Oak Wealth Planning, Independent Financial Planning

Corporate Clients

Corporate Investment

Most directors will have taken the time to review their own investments without realising that there are some tax efficient and attractive ways in which businesses can invest surplus funds in their business accounts.

With the experience and expertise offered by Oak Wealth Planning, directors can discuss the options available to them and build investment strategies for their business that can enhance the tax position of the business.

Whilst the strategy can be very much different form a personal investment, the investment principles that are core to Oak Wealth Planning remain, in that we will build you a bespoke investment strategy.

The value of investments can fall as well as rise. You may get back less than you invested.

For an initial discussion at our expense on this topic, call us on 01234 888825.

Employee Benefit Solutions

Any respected business owner will confirm that their people are the most important asset, and therefore the cornerstone of their company. Rewarding and retention of good staff is paramount to their business planning.

At Oak Wealth Planning we understand this and we can working closely with you to design a range of employee benefit solutions that will be appropriate for your team of people. We can cover a whole spectrum of benefit packages and tailor it to your company's needs, so speak with us to discuss your requirements further on 01234 888825.

Company Pension Schemes

The next 5 years will see the implementation of new legislation designed to radically shift the onus of pension provision from the state to individuals and employers.

Companies without employer sponsored schemes should be reviewing their position to ensure they understand the impacts of the changes. We can discuss strategies for your company so that the changes cause minimal disruption to your business planning.

In addition to just the minimum requirements due to the forthcoming compulsion rules, a well constructed pension scheme from an administration, service and investment point of view can really engage staff and aid retention levels. We feel this will increase as we approach the implementation of the changes.

The Financial Conduct Authority does not regulate on Auto Enrolment.

Whether you have an existing scheme on which you would welcome a review or whether you do not have any provision in place currently, Oak Wealth Planning are happy to have an initial meeting with corporate clients to discuss this matter at our expense. Call us on 01234 888825 to arrange a meeting.

Risk Management

Are you looking to raise finance for your business, make greater use of your company deposits and reduce corporation tax, save costs on group pension schemes and potentially enhance members benefits, use pension funds to purchase business property or finance business activity, provide competitive employee benefits for your workforce and fellow Directors??

At Oak Wealth Planning we have the necessary financial services expertise to advise you on selecting the best employee benefits providers in the market place. We provide specialist independent advice to employers, their directors and staff. In our corporate work we aim to contribute to the highest levels of decision making and to bring significant benefit at all levels.

Some of the key areas that we are able to advise companies both large and small are as follows:

  • Corporate Investments
  • Group Pension Arrangements
  • Key Person Cover
  • Group Critical Illness
  • Group Life Assurance
  • Group Permanent Health
  • Group Private Medical
  • Share Protection


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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