Oak Financial Management (MCR) Ltd

Independent Financial Adviser 14 Clover Drive, Knutsford, Cheshire, WA16 0WF
First meeting at adviser's own cost
Response rating
9.0 /10
FCA verified
16th September 2019
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
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Equity release
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Phil Birchanall Dip PFS
Senior Financial Planner
Martin Blackman FPFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
What our clients say
Phil was very helpful. His advice was easy to understand and he explained everything very clearly. He didn't use jargon and he took time to answer any questions I had. I would definitely recommend him.
Anonymous, Holmes Chapel
Martin researches and ascertains our needs. Provided us with information regarding our attitude to risk. Clearly advises on our options in a way that is easy to understand. Explains and answers all our queries that enable us to make educated choices in a friendly and approachable way.
Mrs Webb, Manchester
Martin listens and discusses an individuals unique needs. He has an understanding of my own circumstances and an excellent retention of information. Martin provides honest guidance and provides all of the necessary information for me to make an informed and individual decision. Martin is also excellent at explaining what for me can be quite confusing matters in a more simple and easily understood scenario. I feel confident that I am receiving valid and independent advice and most importantly never ever feel pressurised to buy any specific products that I feel inappropriate.
Mr Harding, Manchester
We would like to thank Martin and your staff for all the work you have put into setting out our retirement plans and meeting our wishes. We chose you for your professionalism and expertise in retirement planning from our first meeting with you. If we should need any further financial planning we'll be only too pleased to use your services again and will highly recommend you to anyone that may ask our advice on finding financial advice about retirement.
Mr Walker, Urmston, Manchester
Phil was excellent at explaining everything in terms that I could understand, which put me at my ease and gave me confidence to comfortably make decisions about the information we discussed. His charming personality made the meeting a pleasant experience and I will not hesitate to recommend his services to my friends and colleagues.
Brenda, Cheshire
I met with Phil recently for independent financial advice. I needed to make a financial decision which was making me anxious as I really didn't know what was the right course of action. Phil was extremely patient and knowledgeable in offering 'down to earth advice'. He can explain complex information with clarity and appears genuinely very enthusiastic about his work. Highly recommended.
Alison Cavanagh, Manchester
Where to find us

14 Clover Drive, Knutsford, Cheshire, WA16 0WF

Make an enquiry
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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
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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