Oak Wealth Planning, Independent Financial Planning

Rick Atkinson

Rick Atkinson
Position - Associate Independent Financial Planner

Rick has worked in the Financial Services industry all of his working life, and has been advising clients since 1988.

Given the constant changes to any number of matters affecting our "financial" lives, it's absolutely vital that ongoing financial advice moves with the times. By providing such a service, Rick really feels that he can make a positive difference to his clients' lives.

As an Independent Financial Adviser (IFA), working within a Chartered Practice (the "Gold Standard" within the industry) Rick feels certain that he can provide the best possible service by offering Products and Services from the whole market - thereby enabling him to satisfy his clients' requirements.

For his personal clients, Rick provides advice, guidance and recommendations in all areas, ranging from Pension Planning, Investment Planning, Family Protection, Critical illness & Income Protection, along with Inheritance Tax planning, Trusts and Wills,

Rick can also provide his Corporate clients with the same high level of quality advice and service, with the main areas being Group Pension Planning, Group Protection, Shareholder Protection, Keyman Protection and/or regular Employee Surgeries.

In addition to the above, Rick is also able to help with regard to the extremely topical and hugely important matter of 'Auto Enrolment/Workplace Pensions'. Rick is particularly keen to help business in this area at this time.

Rick is married, with three children, and lives locally to the Oak Wealth Planning office, where he does his best to retreat at weekends, spending time with the family, and immersing himself in village life!

Contact information

Mobile - 07714 102374


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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