OAK WEALTH PLANNING

• 66220 - Activities of insurance agents and brokers

We work with Private Clients and Companies. We listen to them. We understand their financial objectives and help them achieve theirs goals as they move through the various stages of the Financial Planning Life-Cycle... We work with our Corporate client to understand the risks associated with their business and put in place the right strategies so that in the event of the worst happening the business can continue... We attained the prestigious Chartered Financial Planners (awarded by the Chartered Insurance Institute, CII) in 2011, and we are extremely proud to have retained the industry's gold standard for firms of financial planners ever since.

Also known as: OAK WEALTH PLANNING LIMITED, Oak Wealth Planning Ltd.

Registration numbers: 05574120 (W), 07453323 (CH)

Primary location: Milton Keynes United Kingdom