Independent financial advice from friendly, personable and professional consultants for people throughout the Kingston area
Oak Financial Management
Wealth Management Through Experience
Independent Financial Advisers for clients
throughout the Kingston area
Contact Barry May on
07974 208 766
With the right information, choosing the right financial products to suit you is actually quite easy. The hard bit is choosing the right financial advisor - that is your most important decision.
Oak Financial Management Ltd is a dynamic company with more than 20 years experience in financial management, offering truly independent advice. We provide clients across Kingston borough with comprehensive advice on all their financial needs.
Being independent financial advisors, our financial advice is unbiased because we are not tied to any product provider.
This means we are not tied to any one bank, insurance company or financial institution - we are free to recommend any company's products. Our fully qualified, experienced advisers provide a comprehensive, professional service and offer advice on a friendly and easy-to-understand basis. We work on a fee or commission basis with all costs disclosed at your free initial consultation.
We are regulated to offer advice on a comprehensive range of financial products. Our services include:
Personal Planning
- Mortgage & re-mortgage (First-time buyers, buy-to lets, investment properties)
- Equity release
- Pensions (Personal & stakeholder plans)
- Life Cover (mortgage & family protection)
- Income protection
- Savings & investments (ISA,. Child Trust funds, Bonds)
- Inheritance Tax, trusts and tax planning
- Retirement planning & drawdown
- Long term care insurance plans
- Medical insurance & general insurance
- Ethical investments
- Pensions & divorce
Business & Employee Benefits Packages
- Stakeholder & Group Personal Pensions
- Company Pension Schemes
- Director Share Protection
- Partnership Protection
- Key Man Assurance
- Death in Service
- Succession Planning
- Exit Strategy Planning
What to do next ?
To discuss your aspirations or simply to arrange a free meeting without obligation, contact Barry May Cert PFS, Cert CII (MP&ER)
on 07974 208766
Oak Financial Management
Independent Financial Advisers for clients throughout The Royal Borough of Kingston
07974 208766
Please mention
The Best of Kingston
when contacting
Oak Financial Management
independent financial advisors in the Kingston area