What makes us different?
Our strength is our communication. We always listen to you to understand your true needs.
Our Services
Pensions | Mortgages | Protection |
Employee Benefits | Investement | Long-term Care
Contact us
by post, email or phone, or visit our offices
news and comment
Up-to-the-minute financial news from various sources
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Welcome
Oak Financial Management Ltd has many years of experience, advising both individuals and companies in all areas of advice. We provide a comprehensive professional service on a friendly and easy-to-understand basis.
We offer a free initial meeting with no obligation, to discuss your requirements in more detail and identify the areas in which we can help you.
Our Key Strengths:
- Independence
We recommend products from the entire market place, allowing us to find the best solution for your specific circumstances. - Communication
The key to any relationship is strong communication, we always listen to our clients in order to help us understand their true needs.
To discuss this further or to arrange a free initial meeting, please contact us.
Oak Financial Management Ltd , Registered in England & Wales, No. 7410638 Registered Office: Wyatts Paddocks,73 Lonesome Lane, Reigate, Surrey, RH2 7QT , is an appointed representative of Blueprint Distribution Ltd which is authorised and regulated by the Financial Services Authority. Blueprint Distribution Ltd is a Registered Company (Registration Number 05186737). The Registered Address of Blueprint Distribution Ltd is 51 Moorgate, London, EC2R 6PB.
Oak Financial Management Ltd are entered on the FSA Register. FSA Registration No: 535194 at http://www.fsa.gov.uk/register/home.do
The Financial Services Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.
The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.
Please read our Privacy Statement before completing any enquiry form or before sending an email to us.
Neither Oak Financial Management Ltd nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.