Oak Wealth Planning Ltd
29 Reviews
- Friday9 am–5 pm
- SaturdayClosed
- SundayClosed
- Monday9 am–5 pm
- Tuesday9 am–5 pm
- Wednesday9 am–5 pm
- Thursday9 am–5 pm
About the Business
Home | Pension reviews, Investment advice, Mortgages, Life Assurance. Based in Milton Keynes, Buckinghamshire but cover many areas including Bedfordshire and Northamptonshire
Contacts
Website
Call Us
+441234888825
Challenge House, Sherwood Dr, Bletchley, Milton Keynes MK3 6DP
Hours
- Friday9 am–5 pm
- SaturdayClosed
- SundayClosed
- Monday9 am–5 pm
- Tuesday9 am–5 pm
- Wednesday9 am–5 pm
- Thursday9 am–5 pm
Features
- Wheelchair-accessible entrance
- Wheelchair-accessible toilet
- Wheelchair-accessible car park
- Toilets
Recommended Reviews
Neal Worth
18.03.2024
Oak Wealth Planning Ltd
I have been using Bob for a number of years now and have always received good financial advice. I would highly recommend him to anyone seeking financial advice.
Lorraine Hanson
17.02.2024
Oak Wealth Planning Ltd
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.
Debbie Mills
15.02.2024
Oak Wealth Planning Ltd
Bob is very professional financial advisor,And is very thorough and explains details to you in a way that you understand, I feel very comfortable with Bob looking after my inheritance and pension and hopefully he will be around for a very long time.Thank you Bob
T C
15.01.2024
Oak Wealth Planning Ltd
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.
Neil Ginger
31.12.2023
Oak Wealth Planning Ltd
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.
Angela Scouse-Wright
23.12.2023
Oak Wealth Planning Ltd
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
22.12.2023
Oak Wealth Planning Ltd
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.
Lionel Schotter
18.12.2023
Oak Wealth Planning Ltd
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
18.12.2023
Oak Wealth Planning Ltd
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.
Pam Davies
17.12.2023
Oak Wealth Planning Ltd
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.
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Challenge House, Sherwood Dr, Bletchley, Milton Keynes MK3 6DP
Oak Wealth Planning Ltd