Media - Oak Wealth Planning
Please click below on the category that best suits you:. Yes, even Financial Planners are social! Oak Wealth Planning Ltd is an appointed representative of Positive Solutions (Financial Services) Limited which are authorised and regulated by the Financial Conduct Authority. Positive Solutions (Financial Services) Limited is entered on the FCA Register ( www.fca.org.uk/register.
Robert Jordan - Oak Wealth Planning
Robert has over 14 years experience of working in the Financial Services Industry. UK banks, despite suffering recent bad publicity, are regarded as having a truly comprehensive environment in which to train, learn and develop and therefore it was no surprise that Robert chose this to be an attractive option to start his career. Always having the idea of running his own financial planning practice and a genuine belief that an independent approach was the way forward for his clients, Robert felt the time ...