Rob and Omar would like to publicly wish our adviser Rob Cunningham all the best as he goes for back surgery today. We all hope you benefit from a speedy recovery . Should any of Robs client need assistance whilst he rests, please call our main number 01234 888825.
Like most business owners, one of the first things I do in the morning is open up the emails to see if anything has dropped in my inbox overnight. I was thrilled this morning to learn that our very own Clive Collett had emailed me to say that he had passed is latest...
We do apologise but our telephony and internet provider have let us down and knocked out our routers configuration. This means we have had no internet or telephones for 3 days. We hope this will be resolved tomorrow, but in the meantime please use your advisers mobile...
There are many of our clients who are also incredible mothers.....have a wonderful day!
With effect from 19th February 2018, Mirus will be the IT supply for Oak Wealth Planning. We are looking forward to a smooth transition and a more robust email system along with state of the art data security and storage facilities.
Apologies if you have been waiting for a reply to an email you have sent into us over the last 48 hours. An issues with our service providers server meant there was an unexpected period of down time. We are back to normal now.
Our client portal is launched, meaning clients can access valuations of their investments by logging in through our website.
After 8 years using the compliance services of the Positive Solutions network, the decision has been made to change service providers to Best Practice. We believe that there are great synergies between Oak Wealth Planning and Best Practice, and we look forward to...