Oak Wealth Planning, Independent Financial Planning

Robert Jordan

Robert Jordan
Position - Co-Director Independent Financial Planner

Robert has over 14 years experience of working in the Financial Services Industry. UK banks, despite suffering recent bad publicity, are regarded as having a truly comprehensive environment in which to train, learn and develop and therefore it was no surprise that Robert chose this to be an attractive option to start his career.

Having commenced his career within the client services department of a well known high street bank, Robert gained vital experience of providing excellent service levels and a well rounded understanding of the UK banking system.

In 2001 Robert was approached by one of the most forward looking banking organisations to run a Corporate Pensions team. Having gained valuable knowledge of working with very large corporate clients he then moved into a senior management role with their Wealth Management business.

With a strong desire to help clients achieve their objectives and aspirations, a financial planning role was well suited to Robert. As a Client Manager, he was able to build and prepare strategies for his clients to meet and exceed their requirements and expectations.

Always having the idea of running his own financial planning practice and a genuine belief that an independent approach was the way forward for his clients, Robert felt the time was right to do this at the beginning of 2010 and Oak Wealth Planning was formed.

Robert is a fully qualified Financial Planner and holds the Diploma in Financial Services qualification along with other notable accreditations. With his commitment to ongoing professional development he continues to improve his suite of qualifications, and is delighted that the firm now holds corporate Chartered Financial Planning status.

Outside of work, Robert enjoys spending time with his young family, playing golf and involvement with the local youth football team, which Oak Wealth Planning are proud to sponsor.

Contact information

DD - 01908 597292
Mobile - 07595 911886


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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