Oak Wealth Planning
MK7 8NL Milton Keynes, United Kingdom
Oak Wealth Planning Company Information
General information
Small boutique independent firm of financial planners specialising in Pensions, Investments, Inheritance tax, Mortgages and Life Assurance. We have recently be granted Chartered status, which puts us in an exclusive group of just over 400 firms nationwide.
The value of the investment can go down as well as up and you may not get back as much as you put in.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Inheritance Tax Planning is not regulated by the Financial Conduct Authority.
Oak Wealth Planning Ltd is an appointed representative of Positive Solutions (Financial Services) Limited is authorised and regulated by the Financial Conduct Authority. Positive Solutions (Financial Services) Limited is entered on the FCA Register (http://www.fca.org.uk/register) under reference 184591
10 Copperhouse Court Milton Keynes
- Opening hours
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Monday:09:00 - 17:00Tuesday:09:00 - 17:00Wednesday:09:00 - 17:00Thursday:09:00 - 17:00Friday:09:00 - 17:00
- Parking
- The company has a parking lot.
- Phone number
- +441234888825
- Linki
- Social Accounts
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- Keywords
- financial planner
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