Oak Financial Management (MCR) Ltd
Initial consultation free
Independent
We provide you with clear, friendly, professional retirement and investment advice, including helping you with the complex new pensions rules.
We can advise you on
Clients
helped
26helped
Minimum
pension value
£100k+pension value
Minimum
wealth
£100k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
MR Phil Birchanall Dip PFS
Senior Financial Planner
MR Martin Blackman FPFS
Chartered Financial Planner
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