01244 952090

White Oak Financial Planning
Regus House

Herons Way
Chester
CH4 9QR

White Oak Financial Planning Ltd is an Appointed Representative of Blackstone Moregate Ltd which is authorised and regulated by the Financial Conduct Authority, FCA registration number 459051.

Honest 

Impartial 

Advice

Chester's leading Independent Financial Advisers

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What our clients say
 
WEALTH MANAGEMENT

 

Wealth Management starts with Financial Advice and Planning. We look at your whole financial position to determine how you can make the most of your money. Our investment portfolios are designed to meet your goals taking into account your tax position, attitudes towards risk and existing plans

PENSIONS

We are pensions specialists. We advise both pre an post retirement to ensure that your pensions are working hard for you

INHERITANCE PLANNING

 

We specialise in helping families look after their wealth. This includes passing money through the generations, whether that be through simple gifts or more complex trust arrangements. 

DIVORCE

 

Divorce will have a significant impact on your finances and not least on pension savings. Pension sharing orders are becoming common place and it is imperative that you get advice on these matters to ensure you are getting a fair deal

DRAWDOWN

It can seem complicated, and to some degree it is. We work with people to ensure their money is in the right place, that they are being tax efficient, and above all, we make sure their money lasts

BUSINESS

We work with entrepreneurs and business owners to ensure they are making the most of the tax advantages open to them. we are also able to advise on and arrange employee benefit packages

Services

Your Goals

Working with you to clearly define your financial goals and objectives

Your Financial Plan

Where are you now? Where do you want to be? how are we going to get there? Your tailored financial plan, helping you meet your goals

Regular Reviews

The path to continued success. Your plans will need monitoring to ensure you remain on track, reacting to your changes and changes in the wider economy

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