the blog

Significant rise in lenders valuing homes below sale value

The BBC have picked up on another Financial 'hot potato' here. Who knows whether it's sellers being overly optimistic or surveyors concerned about a crash, either way it makes for an interesting read if you are thinking about moving house....

Equity Release

Ever stopped to think about Equity Release? Now could be a good time to talk When you are thinking about planning for your retirement, its important to take look at the whole of your finances, not just your pension, to see if you’re on course for the kind of...

Rob Cunningham

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.

Congratulations are in order…..Clive Collett

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...

Privacy Policy

We’ve updated our privacy policy. We aren’t going to bombard you with yet another email about it, or hide it behind a sneaky marketing email....if you want to read it, it’s at the bottom of our website.

Telephony Issues

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...

Happy Mother’s Day!

There are many of our clients who are also incredible mothers.....have a wonderful day!

Oak Wealth Planning Appoint Mirus as their IT Provider

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.

Email Update

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.

Client Portal is launched

Our client portal is launched, meaning clients can access valuations of their investments by logging in through our website.

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