Oak Wealth Planning, Independent Financial Planning

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:

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Robert Jordan

Robert has over 12 years experience of working in the Financial Services Industry. UK banks, despite suffering recent bad publicity, are regarded...

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Omar Osman

Omar has been working in the financial planning sector since 2002 and during that time has specialised in providing bespoke financial...