Oak Financial Advice Ltd

Restricted - Whole of Market  8 Melbourne Road, Stockport, Cheshire, SK7 1LR
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FCA authorised
Last authorised 1st March 2021
We are restricted in the products we offer by choice. We will not advise on certain high risk and unregulated products.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Long term care
Meet our advisers
MR Phil Smith APFS
Director & Chartered Financial Planner
About us

A Chartered Financial Planner who will provide bespoke financial solutions for both your personal and corporate financial needs. Quality, professional, ethical advice provided in a relaxed and easy to understand manner. Remuneration by fee mutually agreed beforehand. Initial meeting usually at my expense. For more information please feel free to contact me by telephone or email.

Our services

Being a Symponia Master Practitioner means we have expertise in long term care/care fee planning for self funders. This is one of our specialist advice areas.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

8 Melbourne Road, Bramhall, Stockport, Cheshire, SK7 1LR

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