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.  ...