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  11. Oak Financial Management (MCR) Ltd

Oak Financial Management (MCR) Ltd

Independent Financial Adviser  14 Clover Drive, Knutsford, Cheshire, WA16 0WF
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FCA authorised
Last authorised 1st March 2021
We provide you with clear, friendly, professional retirement and investment advice, including helping you with the complex new pension freedoms
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Equity release
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Meet our advisers
MR Phil Birchanall Dip PFS
Senior Financial Planner
MR Martin Blackman FPFS
Chartered Financial Planner
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 qualified financial planner with over 30 years experience.

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

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

14 Clover Drive, Knutsford, Cheshire, WA16 0WF

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