Oak Wealth Planning, Independent Financial Planning

Robert Cunningham

Robert Cunningham
Position - Associate Independent Financial Planner

Robert has been in the world of finance for more than 25 years (longer than he wishes to remember). He started his career straight from school and has worked his way, via hard work and continued learning, to become a very experienced and dedicated financial adviser.

Robert currently holds a Diploma in Financial Planning together with an Investment Management Certificate and is working towards becoming a Chartered Financial Planner. He has over 17 years experience working for major Private Banking and Wealth Management companies, providing financial advice to clients of the Court of Protection, dealing with the investment and protection needs of individuals who are claimants of injury or clinical negligence awards.

Robert covers all areas of personal financial planning as well as specialising in:

  • Clients in later life or their legal representatives in regard to financial security, care fees, estate and inheritance tax planning
  • Advising compensation recipients and their legal representatives regarding the structure of compensation awards and the investment of lump sum damage awards, covering the full advantages and disadvantages of both methods of settlement. This also includes reviewing the family’s altered financial priorities in relation to inheritance tax planning, financial security, protection issues and trust issues
  • Advising Trustees who require advice in relation to investment strategies

Oak Wealth Planning enables Robert to give truly Independent Financial Advice, which means that he can provide totally unbiased solution to individual needs and concerns and concentrate on providing an outstanding service.

Robert lives in Towcester, Northamptonshire with his wife and son. He enjoys walking his dog and attending Motor Racing events at Silverstone including Formula 1 motor racing in his spare time. Although his children have now grown up, they still have a big impact on his spare time, mainly in the form of wanting DIY help and support.

Contact information

DD - 01908 597300
Mobile - 07707 262076
robc@oakwp.co.uk


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.

Please click below on the category that best suits you: