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

 

CLIVE COLLETT

Chartered Financial Planner
FPFS

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

SUE TASSELL

Paraplanner

Research

Report Writing

Client Support

Valuations

MARK SMALLWOOD

Financial Planner
DipPFS, Cert CII (MP)

Pensions
Wealth Management
Corporate Financial Planning
Mortgages and Equity Release
Protection

BOB GIBBS

Financial Planner
DipPFS, Cert CII (MP)

Pensions
Wealth Management
Corporate Financial Planning
Mortgages
Protection

 

HELEN JORDAN

Administrator

Website
Social Media
Accounts

 

BEN BUTLER

Office Administrator

Valuations
Financial Reports
Research
Client Portal Issues

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