the blog

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.

Oak Wealth Planning changes network

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...

Share This