Oak Wealth Planning

Oak Wealth Planning Chartered & Independent Financial Planners We have recently be granted Chartered status, which puts us in an exclusive group of just over 400 firms nationwide.

Small boutique independent firm of financial planners specialising in Pensions, Investments, Inheritance tax, Mortgages and Life Assurance. The value of the investment can go down as well as up and you may not get back as much as you put in. Your home may be repossessed if you do not keep up repayments on your mortgage. Inheritance Tax Planning is not regulated by the Financial Conduct Authority.

Oak Wealth Planning Ltd is an appointed representative of Positive Solutions (Financial Services) Limited is authorised and regulated by the Financial Conduct Authority. Positive Solutions (Financial Services) Limited is entered on the FCA Register (http://www.fca.org.uk/register) under reference 184591

19/08/2020

FSCS LEVY ACTION GROUP

Address

Challenge House Sherwood Drive Bletchley
Milton Keynes
MK36DP

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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