Oak Financial Management Ltd

Independent Financial Adviser 22 Gordon Road, Surbiton, KT5 9AR
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
16th September 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
Independent Financial Adviser
Where to find us

22 Gordon Road, Surbiton, KT5 9AR

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
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0

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