Oakpath Financial Planning

05/07/2026

Our new website is LIVE!!

We're delighted to announce that our new website is here!

At Oakpath Financial Planning, we believe financial planning should be about more than numbers. Its about understanding what matters most to you, helping you make informed decisions and building a clear path towards achieving your goals.

Our new website reflects who we are and how we work, with information about our approach, services, and the value of long-term financial planning.

Whether you're planning for retirement, looking to protect and pass on your wealth tax efficiently, or simply want greater clarity and confidence about your financial future, we'd love to hear from you.

Take a look and let us know what you think.

www.oakpathfp.co.uk

Thank you to everyone who has supported us on the journey so far. We're excited about what comes next.

We combine experience with a genuinely personal way of working, so your financial plan feels thoughtfully shaped around you.

16/04/2026

This could happen to any of us... please take 2 minutes to read this.
Stay safe.

BT phishing scams often involve phone calls and follow up emails designed to gain access to your accounts. Learn the warning signs and how to protect yourself.

12/02/2026

It’s the ideal time to make the most of tax-efficient opportunities before the new financial year begins on 6 April 2026. Let’s take a look at some of main tax planning opportunities

Start thinking about making the most of tax-efficient opportunities before the end of the 2025/26 tax year. Think about your pension, ISAs, CGT, Dividend Tax and gifting for IHT purposes.

12/02/2026

In this week’s News in Review – Bank Rate held at 3.75% by the MPC, average house prices surpass £300,000 and strong growth in the UK services sector in January

Bank Rate has been retained at 3.75%, average houses prices surpass £300,000 and the UK services sector strengthens.

18/01/2026

Are you aware of the £100k tax trap that could impact millions of taxpayers? Frozen thresholds mean more people than ever are set to pay an effective income tax rate of 60% as their earnings increase beyond £100,000. For more information, read this article from MoneyWeek.

Oakpath is not responsible for the accuracy of this article's information.

Frozen thresholds mean more people than ever are set to pay an effective income tax rate of 60% as their earnings increase beyond £100,000. We look at why, as well as how you can avoid being caught in the trap.

08/01/2026

Research suggests that cancelling unused direct debit payments and putting that money towards your pension savings instead, people could end up with an additional £37,000 in their pension pot. Find out more in this article.

Capital at risk.

Oakpath is not responsible for the accuracy of this article's information.

A new year refresh of your spending could save you money and help boost your pension pot.

23/12/2025

Wishing you all a very Merry Christmas and a Happy New Year!

13/12/2025

We are delighted to share another 5* review from one of our clients.

"He did not rush me and over a few meetings guided me through the investment options available for my existing pension arrangements that included leaving an arrangement untouched as it was already in the best place"

https://www.vouchedfor.co.uk/financial-advisor-ifa/alton/069605-nick-winter

09/12/2025

💡 New to investing?

Download our FREE guide to investing and get a clear understanding of how we can help you achieve your financial goals.

Download your guide here: https://acrobat.adobe.com/id/urn:aaid:sc:EU:3bb7a972-74f6-4ab5-a997-2148d2fc5368

Plus, enjoy a complimentary initial meeting to explore how our services work and whether we’re the right fit for you.

Contact us today!

[email protected]
07717 571609

Approver Quilter Financial Services Limited December 2025

08/12/2025

Are you unsure about how much you should be drawing from your pension in retirement? It’s a big question for retirees and getting it wrong could mean running out of money too soon. Check out this insightful article from MoneyWeek for guidance.

Oakpath Financial planning is not responsible for the accuracy of this article's information.