OAK WEALTH PLANNING - Key Persons


CLIVE COLLETT

Job Titles:
  • Chartered Financial Planner

HELEN JORDAN

Job Titles:
  • Administrator

MARK SMALLWOOD

Job Titles:
  • Financial Planner

OMAR OSMAN

Job Titles:
  • Director and Chartered Financial Planner

RICK ATKINSON

Job Titles:
  • Financial Planner

ROBERT CUNNINGHAM

Job Titles:
  • Financial Planner

ROBERT JORDAN

Job Titles:
  • Director & Financial Planner

SUE TASSELL

Job Titles:
  • Paraplanner / Research