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As Independent Financial Planners, we place a real emphasis on a client centric approach to Financial Planning.

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.

Working in partnership with the Fairstone Group – What this means for you

Your Oak Wealth Planning adviser wants to spend as much of their time as possible working with new and existing clients.  Reviewing strategies that are already in place and helping to develop new ones – ensuring that clients meet their objectives and realise their dreams.  To do this as effectively as possible we believe in partnering with a company who can provide us with industry leading IT, Research and Compliance systems and processes.

The Fairstone Group incorporates one of the largest Chartered Financial Planning firms in the UK and is one of the fastest growing financial services businesses in the UK.  They support over 500 advisers in the UK, who in turn manage over £15bn of pension and investment assets for their clients. 

We are extremely proud to be partnering with a firm who is as fiercely independent as we are.

FAQ

 
Do you only offer advice on certain products from certain companies?
No, we conduct whole of market research and offer independent advice.
What does being an Independent Firm mean?

Being an independent firm of Financial Planners means that we are not restricted to using a small panel of product providers.  We use independent software tools to research the whole of the market to find the best solutions for our clients.

How do I pay for your advice?
We offer a number of different methods by which we can be remunerated for our work. An initial meeting is offered without obligation and at our own expense, and during this meeting we will fully explain all the options to you. We will not proceed with any work, until you have agreed to what and how we are paid.
Do you offer an ongoing review service?
Our preference is to build long term relationships with our clients. We agree a pattern of review meetings based on how often you would like to meet.
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