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 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
SUE TASSELL
Paraplanner
Research
Report Writing
Client Support
Valuations
ROBERT JORDAN
Director & Financial Planner
DipPFS Cert CII (MP)
Pensions
Wealth Management
Corporate Financial Planning
Mortgages
Protection
Director and Chartered Financial Planner PensionsOMAR OSMAN
FPFS, CFP™
Chartered MCSI
Wealth Management
Corporate Financial Planning
Protection
CLIVE COLLETT
Chartered Financial Planner
FPFS
Pensions
Wealth Management
Corporate Financial Planning
Mortgages
Protection
Financial Planner PensionsMARK SMALLWOOD
DipPFS, Cert CII (MP)
Wealth Management
Corporate Financial Planning
Mortgages
Protection
BOB GIBBS
Financial Planner
DipPFS, Cert CII (MP)
Pensions
Wealth Management
Corporate Financial Planning
Mortgages
Protection
HELEN JORDAN
Administrator
Website
Social Media
Accounts