Oak Financial Management Ltd

Independent Financial Adviser Airport House Business Centre, Airport House, Purley Way, Croydon, Surrey, CR0 0XZ
Response rating
7.0 /10
FCA verified
12th August 2019
Relationships require strong communication, we always listen to our clients in order to help us understand their true needs.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Buying overseas
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Barry May DipPFS, Cert CII(MP&ER)
Independent Financial Adviser
Where to find us

Airport House Business Centre, Airport House, Purley Way, Croydon, Surrey, CR0 0XZ

Make an enquiry
About us

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.

Our services

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.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000

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