oakwealthplanning.co.uk
Clive Collett - Oak Wealth Planning
http://oakwealthplanning.co.uk/clive-collett.html
Oak Wealth Planning, Independent Financial Planning. Ldquo;Providing truly bespoke, independent financial planning is our expertise.”. Position Associate Independent Financial Planner. I have been advising clients since 1998 and offer independent advice in all areas of financial planning. I have built a wealth of experience previously working for large banking groups offering specialist advice to private clients, corporate clients and trustees. DD - 01908 597297. Mobile - 07720 678169. Visit our Blog here.
oakwealthplanning.co.uk
Robert Cunningham - Oak Wealth Planning
http://oakwealthplanning.co.uk/robert-cunningham.html
Oak Wealth Planning, Independent Financial Planning. Ldquo;Providing truly bespoke, independent financial planning is our expertise.”. Position - Associate Independent Financial Planner. Robert has been in the world of finance for more than 25 years (longer than he wishes to remember). He started his career straight from school and has worked his way, via hard work and continued learning, to become a very experienced and dedicated financial adviser. Advising compensation recipients and their legal repres...
oakwealthplanning.co.uk
Mark Young - Oak Wealth Planning
http://oakwealthplanning.co.uk/mark-young.html
Oak Wealth Planning, Independent Financial Planning. Ldquo;Providing truly bespoke, independent financial planning is our expertise.”. Position - Associate Independent Financial Planner. Mark works well with older clients and those in retirement or planning for retirement. He ensures all professional advisers are working towards the same goals in supporting his clients, so their financial planner, their accountant and their solicitor are all pulling in the same direction, to the same plan. Oak Wealth Pla...
oakwealthplanning.co.uk
Wealth Planning - Oak Wealth Planning
http://oakwealthplanning.co.uk/wealth-planning.html
Oak Wealth Planning, Independent Financial Planning. Whether it be for private clients or corporate entities, at Oak Wealth Planning our ethos is simple: to offer you the highest possible standards of assistance and advice whenever you require financial planning expertise. Our goal is to exceed your expectations - so much so that we aim to forge strong trusted relationships, which will stand the test of time. Visit our Blog here. Yes, even Financial Planners are social!
oakwealthplanning.co.uk
Private Clients - Oak Wealth Planning
http://oakwealthplanning.co.uk/private-clients.html
Oak Wealth Planning, Independent Financial Planning. Whether you are a company or an individual, investing for the first time or an experienced investor, you will require help and guidance in a particularly diverse and challenging marketplace. There are ever increasing numbers of investment solutions available. At Oak Wealth Planning we take great care to position our client’s investments into the correct areas, whether that is for growth or income, an adventurous or more conservative approach. Taking a ...
oakwealthplanning.co.uk
Testimonials - Oak Wealth Planning
http://oakwealthplanning.co.uk/testimonials.html
Oak Wealth Planning, Independent Financial Planning. Ldquo;Providing truly bespoke, independent financial planning is our expertise.”. We pride ourselves on providing an outstanding client experience and aim to build longstanding relationships with our clients, which is based on gaining their respect through providing the highest level of financial planning. Here are some comments from just a few of our valued clients. Visit our Blog here. Please click below on the category that best suits you:.
oakwealthplanning.co.uk
Client Experience - Oak Wealth Planning
http://oakwealthplanning.co.uk/client-experience.html
Oak Wealth Planning, Independent Financial Planning. Ldquo;Everything starts with the customer”. Any business cannot exist without clients, and at Oak Wealth Planning this value sits at the heart of what we do. It is therefore no surprise that we aim to deliver a level of service that differentiates us from our competitors. Improve Your Professional Network. In addition we are able, with client’s permission, to introduce clients to one another where there are areas of mutual professional interest. A well...
oakwealthplanning.co.uk
Omar Osman - Oak Wealth Planning
http://oakwealthplanning.co.uk/omar-osman.html
Oak Wealth Planning, Independent Financial Planning. Ldquo;Providing truly bespoke, independent financial planning is our expertise.”. Position - Co-Director Independent Financial Planner. Certification is the only globally recognised mark of excellence in Financial Planning. It's much more than just a high level Financial Planning qualification - it's a way of doing business. In addition, following further advanced financial planning exams, in 2012 Omar was awarded Fellowship of the Personal Finance Soc...
oakwealthplanning.co.uk
Corporate Clients - Oak Wealth Planning
http://oakwealthplanning.co.uk/corporate-clients.html
Oak Wealth Planning, Independent Financial Planning. Most directors will have taken the time to review their own investments without realising that there are some tax efficient and attractive ways in which businesses can invest surplus funds in their business accounts. With the experience and expertise offered by Oak Wealth Planning, directors can discuss the options available to them and build investment strategies for their business that can enhance the tax position of the business. Companies without e...
oakwealthplanning.co.uk
Scott White - Oak Wealth Planning
http://oakwealthplanning.co.uk/scott-white.html
Oak Wealth Planning, Independent Financial Planning. Ldquo;Providing truly bespoke, independent financial planning is our expertise.”. Position - Associate Independent Financial Planner. Scott has been working in Financial Services since 2002, and in a similar way to his fellow colleagues, started out life at one of the major banking institutions. This gave Scott a thorough insight in to how to operate within a compliant, highly regulated, and forward thinking industry. DD - 01908 597298.
