Honest
Impartial
Advice
Chester's 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.
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