Oak Wealth Planning Ltd

Independent Financial Adviser Oak Wealth Planning Ltd, Milton Keynes, Buckinghamshire, MK7 8NL

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FCA authorised

Last authorised 1st March 2021

We offer an initial consultation for you to decide whether you want to engage with us.

We can advise you on

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Pensions & retirement

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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

Meet our advisers

MR Richard Atkinson

MR Robert Jordan DipPFS Cert CII

Director

MR Robert Cunningham

MR Omar Osman

MISS Jenny Stones

MR Mark Smallwood

MR Robert Gibbs

MR Clive Collett

About us

We are a Chartered firm of Financial Planners who help private clients and companies with pensions, investments, life assurance and mortgages

Our services

Pensions
Investments
Life Assurance
Mortgages
Inheritance Tax Planning

Preferred clients

Minimum wealth (income/assets)

£50,000

Minimum pension value

£50,000

Minimum mortgage value

£125,000

Advice methods

Telephone
Face to face

Oak Wealth Planning Ltd, 10 Copperhouse Court, Caldecotte, Milton Keynes, Buckinghamshire, MK7 8NL

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