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

Financial Planner
DipPFS, 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

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

EMMA BROWN

Assistant/Paraplanner to Rob Jordan
DipPFS

Valuations
Financial Reports
Research
Client Portal Issues

DANIEL RAWLINGS

Officer Administrator

Valuations
Financial Reports
Research
Client Portal Issues

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