White Oak Financial Planning

Independent Financial Adviser  White Oak Financial Planning, Chester Business Park, CH4 9QR
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FCA authorised
Last authorised 16th May 2022
We pride ourselves on being honest, impartial and easy to talk to.
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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Buy my next home
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Buy to let
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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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Critical illness
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Income protection insurance
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Life 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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EEA
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Rest of world
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Meet our advisers
MR Tom Wilcox-Jones
Director
About us

White Oak Financial Planning Ltd - Independent Financial Planners based in Chester and London.

Our services

Specialists in retirement planning, wealth management/investing and inheritance tax planning/trusts.

Typically we work with wealthy individuals who are looking to ensure their finances are working efficiently. We build long lasting relationships with clients making sure that their money is invested properly, that they are being tax efficient and ultimately that their finances are 'working hard'.

Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£101,000
Minimum mortgage value
£101,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

White Oak Financial Planning, Regus House, Herons Way, Chester Business Park, CH1 3NS

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