Very simply we believe in honest impartial advice. Your finances are very important and finding the right firm to look after your interests can be tough. We pride ourselves on keeping things simple, working efficiently to meet your goals. Don't just take our word for it, read our testimonials on the home page or come in for a chat yourself.
White Oak Financial Planning was set-up by director Tom Wilcox-Jones (Director and Chartered Financial Planner). Having spent the majority of his career living and working in London as an associate director for advisers Blackstone Moregate. Tom relocated to his native North Wales with his young family so that his children can enjoy a childhood away from the big city.
White Oak Financial Planning maintains strong ties to London with the firm being an appointed representative of Blackstone Moregate. This allows White Oak Financial Planning to benefit from the pooled resources and expertise of the wider group. This is of particular use when looking after client money. Tom continues to be a member of the BM Investment Committee tapping into investment expertise that advise on over £250m of client assets.
Managing Director Dip PFS
Tom is founder and Director of White Oak Financial Planning. He is a Chartered Financial Planner and Pension Transfer Specialist. After gaining experience working in Wales and Cheshire Tom moved to London working for prestigious advice and tax planning firm Blackstone Moregate, becoming associate director. Tom relocated back to North Wales with his young family in 2017.
Tom set up White Oak to build a business in his own fashion, taking the best features and processes from his past experiences. Tom is a member of the Personal Finance Society and the Society of Trustee Estate Practitioners. He holds specialist qualifications in Inheritance Tax Planning and Pensions advice. This year Tom was also recognised as being one of the top 35 advisers in the country under the age of 35 by industry magazine New Model Adviser. The magazine also ran a cover story on tom which can be seen here.
Outside of work Tom loves sport, music and family. Whilst in London he was a member of the London Welsh Male Voice Choir, and still holds a soft spot for a good sing.