Oak Financial Management (MCR) Ltd

Independent Financial Adviser 329 Davyhulme Road, Urmston, Manchester, M41 8QA
FCA verified
24th June 2019
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
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Wealth management
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Corporate pension
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Equity release
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
Martin Blackman FPFS
Chartered Financial Planner
adviser-person
Phil Birchanall Dip PFS
Senior Financial Planner
Where to find us

329 Davyhulme Road, Urmston, Manchester, M41 8QA

About us

Specialising in retirement and investment planning including the protection of your wealth and assets.

We will aim to build a mutual trust and if you are investing, a long lasting business relationship with you. We avoid jargon and help you create a plan which will benefit you throughout your lifetime.

You will receive a confidential, professional and personal service from a financial planner with over 30 years experience.

We combine the services of highly regarded research/rating companies to assist us and use the latest award winning technology which will allow you to access your own secure website, enabling you to monitor your investments.

Our services

RETIREMENT PLANNING

1, Pre-retirement:- Advising on retirement plans eg. Personal Pensions, Self Invested Personal Pensions, Group Personal Pensions.

FCA permissions to advise on the whole range of pension schemes. Specialist advice regarding Pensions & Divorce.

2, At retirement:- Advising on the retirement options from your pension fund - How do the complex new pension freedom rules affect you?

3, Post retirement:- This is a diverse area that includes maximising income from existing investments in the most tax efficient manner. Specialist advice on releasing cash from your property and advice on the funding of long term residential care.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Compliance

Oak Financial Management (MCR) Ltd is authorised and regulated by the Financial Conduct Authority, FCA number 586159. Registered as a limited company in England and Wales number 08120277.

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