19/08/2020
Spare a minute to help out during these times 🙏 FSCS LEVY ACTION GROUP
Oak Wealth Planning
Share
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.
19/08/2020
21/04/2020
Please find attached our Spring Newsletter
Spring Edition | Oak Wealth Planning 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
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'
'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.
Want your business to be the top-listed Accountant in Milton Keynes?
Click here to claim your Sponsored Listing.
Click here to claim your Sponsored Listing.
Location
Category
Contact the business
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 |