OAK HOUSE WILLS & ESTATE PLANNING - Key Persons
Mike has worked in the Financial Services Industry for over 30 years. He also specialises in Financial & Estate planning. Mike works within the home counties and across the UK. He is qualified with the Diploma for Financial Advisers (DipFA) and a member of and regulated by the Society of Will Writers and Estate Practitioners. In addition to this Mike is a member of the Institute of Financial Services.
In his spare time (family allowing) Mike enjoys playing golf and live music events.
Steve has worked in the Financial Services Industry since 1995. He specialises in Financial & Estate planning. He has many clients all over the country and is based in Oxfordshire. He is qualified with the Diploma in Financial Planning (DipPFS) and a member of and regulated by the Society of Will Writers and Estate practitioners. In addition to this he is a member of the Personal Finance Society and Chartered Insurance Institute.
In his spare time, he enjoys keeping fit, playing golf and a busy family life.
Vicki has worked in the Financial Services Industry since 1990. She specialises in Financial & Estate planning. She has many clients all over the country and is based in Oxfordshire. She is qualified with the Diploma in Financial Planning (DipPFS) and a member of and regulated by the Society of Will writers and Estate practitioners.
In her spare time, she enjoys keeping fit, and enjoying a very busy home life with her husband Steve and their children.