Oak Wealth Planning

Oak Wealth Planning Chartered & Independent Financial Planners We have recently be granted Chartered status, which puts us in an exclusive group of just over 400 firms nationwide.

Small boutique independent firm of financial planners specialising in Pensions, Investments, Inheritance tax, Mortgages and Life Assurance. The value of the investment can go down as well as up and you may not get back as much as you put in. Your home may be repossessed if you do not keep up repayments on your mortgage. Inheritance Tax Planning is not regulated by the Financial Conduct Authority.

Oak Wealth Planning Ltd is an appointed representative of Positive Solutions (Financial Services) Limited is authorised and regulated by the Financial Conduct Authority. Positive Solutions (Financial Services) Limited is entered on the FCA Register (http://www.fca.org.uk/register) under reference 184591

19/08/2020

FSCS LEVY ACTION GROUP

Please find attached our Spring Newsletter
21/04/2020

Please find attached our Spring Newsletter

Oak Wealth Planning Ltd is an appointed representative of Best Practice IFA Group Limited which is authorised and regulated by the Financial Conduct Authority. Oak Wealth Planning Limited is entered on the FCA Register (www.fca.org.uk/register) under reference 577458

This is something we see you all too often at Oak Wealth Planning. Clients unaware of how the pension system works and a...
21/02/2020

This is something we see you all too often at Oak Wealth Planning. Clients unaware of how the pension system works and also unaware as to how much they’re going to be living on in retirement with their current provisions. 

If you want to learn more about how pensions are going to affect you and wish to start taking control of what your retirement future looks like, get in touch.

 'You are groomed to work to a retirement date'

An insurer calls for a more flexible approach to the state pension after running "mid-life MOTs" for staff.

Address

Challenge House Sherwood Drive Bletchley
Milton Keynes
MK36DP

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Oak Wealth Planning posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Oak Wealth Planning:

Shortcuts

Share

Category