Oak Wealth Planning

Independent Financial Adviser  10 Cooperhouse Court, Milton Keynes, Bucks, MK7 8NL
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FCA authorised
Last authorised 1st March 2021
We provide truly independent and impartial advice to enhance your lifestyle
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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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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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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Traded endowment policies
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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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Accident & sickness
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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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Payment protection 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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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
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

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

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