about

OUR TEAM

The relationship you have with your Financial Planner can be one of the most important as you move through the various stages in your Financial Life Cycle.

That is why it’s so important to us that the advisers at Oak Wealth Planning are the best we can find.

Let us introduce you to the team…..

ROBERT JORDAN

Director & Financial Planner
DipPFS Cert CII (MP)

Pensions
Wealth Management
Corporate Financial Planning
Mortgages
Protection

 

 

OMAR OSMAN

Director and Chartered Financial Planner
FPFS, CFP™
Chartered MCSI

Pensions
Wealth Management
Corporate Financial Planning
Protection
Equity Release

 

CLIVE COLLETT

Chartered Financial Planner
APFS, Cert CII (MP)

Pensions
Wealth Management
Corporate Financial Planning
Mortgages
Protection

 

ROBERT CUNNINGHAM

Financial Planner
DipPFS, Cert CII (MP)

Pensions
Wealth Management
Corporate Financial Planning
Mortgages
Protection
Equity Release

RICK ATKINSON

Financial Planner
DipPFS, Cert CII (MP)

Pensions
Wealth Management
Corporate Financial Planning
Protection

 

JENNY STONES

Chartered Financial Planner
AFPS

Pensions
Wealth Management
Corporate Financial Planning
Protection

MARK SMALLWOOD

Financial Planner
DipPFS, Cert CII (MP)

Pensions
Wealth Management
Corporate Financial Planning
Mortgages
Protection

BOB GIBBS

Financial Planner
DipPFS, Cert CII (MP)

Pensions
Wealth Management
Corporate Financial Planning
Mortgages
Protection

 

CALLUM OGDEN

Financial Planner
DipPFS

Pensions
Wealth Management
Corporate Financial Planning
Mortgages
Protection

BEN BUTLER

Office Administrator

Valuations
Financial Reports
Research
Client Portal Issues

MAX MARCHINI

Adviser/Business Development
DipPFS, BSc (Hons), PhD

Pensions
Investments
Protection
Business Development

 

HELEN JORDAN

Administrator

Website
Social Media
Accounts

 

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