Oak Financial Management Ltd
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
This examination assesses a knowledge and understanding of investment products and the risks involved.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.
Oak Financial Management Ltd offers clients a one-stop-shop for all their financial needs. Our advisers can provide a comprehensive professional service and offer advice on a friendly and easy-to-understand basis. We work on a fee or commission basis. All costs will be disclosed at your free initial meeting.
Oak Financial Management Ltd has many years of experience, advising both individuals and companies in all areas of advice. We provide a comprehensive professional service on a friendly and easy-to-understand basis.
Independence:
We recommend products from the entire market place, allowing us to find the best solution for your specific circumstances.
Communication:
The key to any relationship is strong communication, we always listen to our clients in order to help us understand their true needs
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FREEpension health check+ £50 off the
cost of advice -
FREEmortgage review+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice -
FREEfinancial health check+ £50 off the
cost of advice
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Telephone
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Face to face
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