Oak Wealth Planning Ltd
Contact Information
Oak Wealth Planning Ltd
Challenge House, Sherwood Dr, Bletchley, Milton Keynes MK3 6DP, United Kingdom
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Challenge House, Sherwood Dr, Bletchley, Milton Keynes MK3 6DP, United Kingdom
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Phone: 01234 888825
Hours: Show
Web: www.oakwp.co.uk
Email: rob@oakwp.co.uk
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Business Description
Oak Wealth Planning Ltd is a small boutique independent firm of financial planners specializing in Pensions, Investments, Inheritance tax, Mortgages, and Life Assurance. The firm has recently been granted Chartered status, placing them in an exclusive group of just over 400 firms nationwide. Oak Wealth Planning Ltd is committed to providing expert financial planning with a client-centric approach, working with both private clients and companies. As an appointed representative of Positive Solutions (Financial Services) Limited, the firm is authorized and regulated by the Financial Conduct Authority.
Employees: <25
Founded: 2010
Filing Number: 07453323
Industry
Financial Services
Financial Services
Engaged in:
Financial Planner
Financial Planner
ISIC Codes
6619
6619
Questions & Answers
Q1
How long has Oak Wealth Planning Ltd been in business?
Oak Wealth Planning Ltd has been in business for around 16 years.Q2
What is the phone number for Oak Wealth Planning Ltd?
The phone number for Oak Wealth Planning Ltd is 01234 888825.Q3
Where is Oak Wealth Planning Ltd located?
Oak Wealth Planning Ltd is located at Challenge House, Sherwood Dr, Bletchley, Milton Keynes MK3 6DP, United Kingdom, England.Q4
What days are Oak Wealth Planning Ltd open?
Oak Wealth Planning Ltd is open Mon–Fri 9 AM–5 PM; closed Sat–Sun.Q5
Is there a primary contact for Oak Wealth Planning Ltd?
Robert James Jordan (Director) at Oak Wealth Planning Ltd. You can contact Robert James Jordan at email address robertjordan@oakwealthplanning.co.uk.Q6
Are there other contacts associated with Oak Wealth Planning Ltd?
We have 6 additional contact(s) for Oak Wealth Planning Ltd. They include: Omar Osman FPFS, Cert Callum Ogden Dippfs, Clive Stuart Collett, Mark Smallwood, Robert Cunningham & Bob Gibbs.Q7
What is the web address (URL) for Oak Wealth Planning Ltd?
The website for Oak Wealth Planning Ltd is www.oakwp.co.uk.Additional Businesses at this Address
Challenge House, Sherwood Dr, Bletchley, Milton Keynes MK3 6DP, United Kingdom
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Business at this address
Business at this address
Businesses in Postal Code MK3
Businesses in MK3: 450
Population: 23,669
Categories
Professional Services: 15%
Shopping: 14%
Home Services: 13%
Other: 58%
Price
Inexpensive: 65%
Moderate: 35%
Other: 0%
Area Codes
1908: 73%
79: 7%
77: 7%
78: 5%
Other: 8%
Neighborhoods
Bletchley: 99%
Other: 1%
Stats and Demographics for Postal Code MK3
Gender
Female: 51%
Male: 49%
Other: 0%