Honest
Impartial
Advice
Cheshire and North Wales leading Independent Financial Advisers
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What our clients say
I was really impressed with White Oak; they explained everything to me clearly, helping me to make the right decisions for me. Tom was patient with all of my questions and was always available when I had more. I felt like Tom really took time to understand my circumstances. The process couldn't have been any easier.
Services
PENSIONS
As pensions specialists, we provide expert advice for both pre and post-retirement to ensure your pension funds work diligently for you. Maximize your pension's potential with our expert advice.
DIVORCE
Going through a divorce can have a substantial financial impact, especially on pension savings. With pension-sharing orders becoming increasingly common, it is crucial to seek professional advice to ensure a fair resolution. Our experienced team provides expert financial guidance to help navigate the complexities of divorce and safeguard your financial interests.
WEALTH MANAGEMENT
Our Wealth Management services offer comprehensive Financial Advice and Planning tailored to your goals, risk tolerance, and tax situation. With bespoke investment portfolios, we guide you towards financial success. Experience the difference of a bespoke approach. Contact us for a consultation today.
DRAWDOWN
Pension Drawdown can seem intricate, and to some extent, it is. We work with individuals to ensure their funds are in the right place, maximising tax efficiency, and, above all, ensuring their money lasts. Trust us to secure your financial future through expert pension drawdown strategies.
INHERITANCE PLANNING
At our firm, we specialise in Inheritance Tax Planning, assisting families in safeguarding their wealth across generations. From straightforward gifting strategies to intricate trust arrangements, we provide tailored solutions to ensure your assets are effectively passed down. Secure your family's financial future with our expert guidance.
BUSINESS
As a business owner, managing your personal finances can be overwhelming. We specialise in providing comprehensive financial guidance, supporting you in navigating your unique financial journey. From optimising tax strategies to securing your long-term financial goals, our expertise helps you take control of your financial life, so you can focus on growing your business with confidence.
Your Goals
Our goal is to work closely with you to clearly define your financial goals and objectives. By understanding your aspirations, we can develop tailored strategies that align with your vision for the future.
Your Financial Plan
Our approach begins with a thorough understanding of your current financial situation and where you want to be in the future. We develop a tailored financial plan that outlines the steps to bridge the gap. By aligning our strategies with your goals, we help you navigate the path towards financial success with confidence and clarity.
Regular Reviews
Regular reviews are essential for continued financial success. We understand that life is dynamic, and your plans need to adapt accordingly. Through ongoing monitoring, we ensure you stay on track, making necessary adjustments to align with your evolving needs and the changing economic landscape. With our proactive approach, we keep your financial journey on course, providing peace of mind and confidence for the future.
WHAT PEOPLE SAY
“I needed advice on my pension policies and investments and Tom was recommended to me via a friend. I found him extremely efficient and provided me with a range of alternative options. My own knowledge of finance are very limited and Tom guided me through some complicated decisions.”
Joe
Contact Us
Come in for a conversation and see how we can help, the first one is on us!
White Oak Financial Planning
Regus House
Herons Way
Chester
CH4 9QR
01244 952 090