Tom Wilcox-Jones: Director and Financial Planner
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Hi, I'm Tom, the founder and financial planner behind White Oak Financial Planning. With over 15 years of experience as an IFA, I established White Oak in 2017 with a commitment to honesty, clarity, and personalised service.
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Outside of work, I enjoy spending time with my young family who certainly keep me busy. I also enjoy coaching my local junior football team, participating in sports, and exploring the outdoors.
Let's connect and discuss your financial aspirations. Together, we can create a plan that helps you achieve your goals and secure your financial future.
Emily Richardson: Administrator
Emily has over 6 years’ experience in Financial Services working as an IFA Administrator and Junior Paraplanner and has completed CII exams R01 and R05, as well as recently growing her skills in marketing and social media.
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Emily thrives on providing excellent customer service to both advisers and their clients. As a meticulous planner, she does all that she can to help clients utilise their time appropriately. She also has a love for learning new systems and putting in place the processes to seamlessly support her adviser clients.
In her spare time, Emily loves attending music concerts and visiting beaches along the North Yorkshire coast with her cockapoo, Marcy.
