Welcome to Oak Financial Planning Ltd

There is a different approach to financial planning. Most financial advisers offer ‘general financial advice’ on a purely commission basis, meaning they are paid by the insurance company, pension company or investment company when they ‘sell you’ a financial product.

Our approach is that of a specialist Financial Planner, providing a transparent, fee based service including regular reviews to ensure your financial goals are met.

Our speciality is guiding you through the complex area of your retirement options. For example, some of the current choices are Income Drawdown, Phased Drawdown, Conventional, With Profit, Unit-Linked, Flexible and ill Health/Enhanced Annuities

Making the wrong decision now, could cost you dearly in the future!

All of these options will be explained to you in a clear, jargon free manner, to enable you to achieve your retirement goals.

To most people the time consuming task of researching the market, understanding the terminology and dealing with all the administration is a little off-putting.

By contacting us you will minimise your frustrations because we will put you in a position to make a clear and informed decision on the best way forward with your retirement options.

What Makes Us Different...

All our Financial Planners are qualified to the Diploma in Financial Planning level through examination with The Chartered Insurance Institute and have also achieved the Advanced Diploma in Pension Planning.

One of our Directors holds the title of Chartered Financial Planner, the highest Financial Services qualification in the UK held by only 1,291 out of approximately 40,000 financial advisers as at February 2008.

We appreciate the need to tailor our advice to your individual requirements and this is achieved by our initial no cost face-to-face meeting.

Following this meeting you will receive a report and recommendation.

An essential component of sound financial planning is a regular review of your scheme and this will be implemented on the commencement of your retirement plan.

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