1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. South East
  6. breadcrumb-arrow
  7. Buckinghamshire
  8. breadcrumb-arrow
  9. Walton
  10. breadcrumb-arrow
  11. Oak Wealth Planning

Oak Wealth Planning

Independent Financial Adviser  10 Cooperhouse Court, Milton Keynes, Bucks, MK7 8NL
check
FCA authorised
Last authorised 21st June 2021
We provide truly independent and impartial advice to enhance your lifestyle
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Payment protection insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Long term care
Meet our advisers
MR Mark Young CFP
LIFESTYLE FINANCIAL PLANNER
About us

We are a chartered firm of independent financial advisers.

Our services

We provide all areas of advice including mortgages, investments and pensions and insurances. We also provide true lifestyle financial planning to help you devise your financial plan and then help with implementation and review of this plan.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

10 Cooperhouse Court, Caldecotte, Milton Keynes, Bucks, MK7 8NL

Similar advisers near you

Scottsdale Moneywise Limited
Restricted - whole of market 0 mi
Scottsdale MoneyWISE was founded on the belief that face-to-face meetings with a trusted adviser are the cornerstone of financial planning.
 
See profile
Oak Wealth Planning
Independent Financial Adviser 0 mi
Oak Wealth Planning offer a range of financial services for different types of clients. We are Chartered Financial Planners.
 
See profile
Excel121 Ltd
Independent Financial Adviser 1.06 mi
Professional advice to guide you along your financial journey. Independent, Transparent, Unique.
 
See profile
Iron Wealth Management Limited
Independent Financial Adviser 1.06 mi
An experienced, meticulous and innovative financial planner.
 
See profile