Oak Wealth Planning Ltd - Milton Keynes

Oak Wealth Planning Ltd is a financial planning firm located at Challenge House, Sherwood Dr, Bletchley, Milton Keynes MK3 6DP, United Kingdom. They can be reached at 1234888825, and their website is oakwp.co.uk.

This company specializes in financial planning, and they have a wheelchair-accessible car park, entrance, and toilet, as well as toilets in general. According to Google My Business, Oak Wealth Planning Ltd has 19 reviews with an average rating of 5/5.

Oak Wealth Planning Ltd is a highly-regarded financial planning firm with a reputation for providing excellent service and advice. They have a team of experienced and knowledgeable financial planners who are dedicated to helping their clients achieve their financial goals.

Their services include retirement planning, investment management, tax planning, and estate planning. They work closely with their clients to understand their unique needs and develop customized plans to help them achieve their financial objectives.

One of the things that set Oak Wealth Planning Ltd apart from other financial planning firms is their commitment to accessibility. Their wheelchair-accessible facilities make it easy for everyone to visit their offices and receive the help they need.

If you're looking for a financial planner, Oak Wealth Planning Ltd is an excellent choice. Their experienced team, customized plans, and commitment to accessibility make them a standout in the industry.

Oak Wealth Planning Ltd's website, oakwp.co.uk, is an excellent resource for learning more about their services and team. It's easy to navigate and provides plenty of information about their approach to financial planning.

Reviews of Oak Wealth Planning Ltd

Pam Davies

5/5

Bob has been my financial advisor for a number of years. I have found him very professional and easy to work with. He takes time to understand my needs before offering advice. As well as my annual reviews, he has responded promptly to any queries I have had. Best of all he has kept my savings on track with the market.

Neil Ginger

5/5

Bob has been offering my partner & I great advice for our pensions for some years now. We're delighted with his professionalism and trust his guidance. We would highly recommend him to anyone looking for solid, no-nonsense financial advice.

Lionel Schotter

5/5

I have been with Bob for 8 years and he has always provided the most professional and accurate advice. Our financial planning couldn't be in better hands. If you are looking for someone to help secure and skilfully steer your investments then you will never regret working with Bob.

Paul Henry

5/5

Bob is completely professional and I always gives advice aligned with the best interests of myself and my family (something which previous financial advisors haven't necessarily done). I have recommended Bob to other friends and colleagues and all have been very happy with his service, approach and commitment. I have no hesitation at all in recommending him to anyone seeking a financial advisor they can trust and rely on.

T C

5/5

Bob has been our financial advisor for a few years now, he always offers well-judged advice relevant to our circumstances and has definitely put me in a significantly better long-term financial position over that time. He's very contactable and professional and I would highly recommend him.

Angela Scouse-Wright

5/5

Bob has been our financial advisor for many years now.
With a wealth of knowledge and experience we have always explicitly trusted any of his advice for short and long term investments, pensions and mortgages.
Bob is very open, honest, extremely efficient and friendly, he explains every process in a clear and methodical manner and is only a phone call away if you have any worries or concerns plus he always assists with any of the long and complicated paperwork.

Sharon Toms

5/5

Bob has been managing both mine and my husbands pensions for 9 years with great results, we cannot recommend him highly enough. He always gives us sound advice and we trust him implicitly.

Lorraine Hanson

5/5

Bob has been looking after my sisters and my inheritance for a few years now. We are both very happy with Bob's professionalism also the way he helps us understand the way it all works. We trust him completely, and if ever we have a question he answers us straight away.