White Oak Financial Planning

Initial consultation free
Independent financial adviser
We pride ourselves on being honest, impartial and easy to talk to.

We can advise you on

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 Tom Wilcox-Jones

What our clients say

Tom reviewed our circumstances and retirement goals and recommended a pension provider that would work with us whilst abroad. He walked us through each step and clearly explained our options. We...
Katy Pelling-Jones
Tom was very approachable, he really took the time to understand our situation which made us feel comfortable. The advice we received was clear easy to understand and we feel very happy with the...
Patricia Pearson
Tom advised me on my plans for retirement. Although my retirement isn't for a couple of years I now feel much more comfortable that I'm on track to retire when I want. I found Tom easy to talk to...
Tom was extremely thorough in determining my personal circumstances before giving me impartial financial advice. He took the time to explain my options, ensuring that I understood all the potential...

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