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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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
  • phoneButton
    Telephone
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    Face to face

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

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