Oak Wealth Planning Ltd
Initial consultation free
Independent
We offer an initial consultation for you to decide whether you want to engage with us.
We can advise you on
Clients
helped
< 10helped
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 Clive Collett
MR Robert Gibbs
MR Mark Smallwood
MISS Jenny Stones
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