Oak Wealth Planning
Initial consultation free
Independent
Oak Wealth Planning offer a range of financial services for different types of clients. We are Chartered Financial Planners.
We can advise you on
Clients
helped
29helped
Minimum
pension value
£50k+pension value
Minimum
wealth
£50k+wealth
Minimum
mortgage value
£100k+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 Omar Osman FPFS
Director & Independent Financial Planner
MR Robert Jordan Dip PFS
Director & Independent Financial Planner
MR Clive Collett APFS
Chartered Financial Planner
MR Rick Atkinson DipPFS
Independent Finacial Planner
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