Oak Wealth Planning, Independent Financial Planning

Omar Osman

Omar Osman
Position - Co-Director Independent Financial Planner

Omar has been working in the financial planning sector since 2002 and during that time has specialised in providing bespoke financial advice to high net worth individuals, as well as meeting the demanding needs of corporate entities, large and small. During that time, Omar has studied continuously and has achieved Chartered Financial Planner status and Certified Financial Planner.

In order to achieve Chartered status you must illustrate that you have attained and maintain the highest and most prestigious level of academic attainment and professional achievement. It remains the "gold standard" of excellence and integrity. The Chartered status provides comfort and security for clients, serving as a benchmark for quality and ethical practice.

CFPCM certification is the only globally recognised mark of excellence in Financial Planning. It's much more than just a high level Financial Planning qualification - it's a way of doing business.

In addition, following further advanced financial planning exams, in 2012 Omar was awarded Fellowship of the Personal Finance Society, the highest qualification awarded by the Chartered Insurance institute. This reinforces Omar’s belief and commitment to achieve and maintain the highest and most prestigious level of academic and professional standards that our clients expect and deserve.

Omar spent many years working for a market leading wealth management institution. He was soon recognised as someone with the ability to work with other advisers to improve their financial planning skills and technical knowledge. During this time, Omar also gained valuable skills and experience in working within the personal and corporate high net worth arena.

Omar was eager to take the flaws he has seen in other companies and run a business that could offer a fully independent suite of advisory services coupled with an outstanding client experience. As a result, Omar and Robert Jordan (someone he had previously advised with for years) joined forces and Oak Wealth Planning Ltd was born!!

Omar's successful professional experience and technical ability means he is extremely well placed to continue to advise to the highest levels with Oak Wealth Planning. Outside of work, Omar enjoys going to the gym, playing Golf and has a keen interest in Martial Arts.

Contact information

DD - 01908 597293
Mobile - 07703 183510


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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