Oak Wealth Planning Ltd

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Neil Ginger

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.

Paul Henry

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

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.

Pam Davies

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.