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.

October 16, 2019

I was taken aback this week when reading an article titled as above. My initial thought was ‘really!’.  It soon got me thinking about the importance of advice and advisers in the retirement process. I guess it can be very easy for adviser to assume clients hold a level...

August 23, 2019

The financial conduct authority (FCA) undertook its largest ever survey to look into attitudes on financial services and financial advice. 

Of the 12,000 people surveyed 39% said that they trust advisers to act in their best interest, 31% said they didn't trust advisers...

May 10, 2019

Cyber Insecurity, IHT and Innovative finance ISAs. A quick look through and update on topical financial news.

May 1, 2019

Top tips for aspiring advisers.

November 29, 2018

"It is great to again be recognised as one of the Top next generation advisers in the country" Tom Wilcox-Jones. New Model Adviser have again run their annual award and Tom has again been selected as one of the top advisers in the country. 


New Model Adv...

September 24, 2018

HMRC Interest Rates

HMRC has come under widespread criticism for what is seen as an unfair differential in the interest rate it pays to those who over-pay their tax and the rate it charges those who

owe tax.

The recent increase in the Bank of England’s base rate has led t...

July 31, 2018

Pension (and other) Scams

The City of London Police Economic Crime Directorate is recognised as the national policing lead for fraud and is dedicated to preventing and investigating fraud at all levels.

According to their figures, some £51 million worth of investments wa...

March 15, 2018

White Oak director Tom Wilcox-Jones was featured in leading industry magazine New Model Adviser as their 'cover star' in February. 

Having previously been voted one of their top advisers in the UK under the age of 35, the magazine approach White Oak to do an editor...

January 2, 2018

Hammond favours pensions

The previous Chancellor, George Osborne, reduced the annual and lifetime allowances for pension savings and at the same time increased the allowance for Individual Savings Accounts (‘ISAs’). This led many to assume that he intended that in the l...

December 19, 2017

UK EQUITIES

Every so often we go slightly off-piste and come across other unloved candidates, writes Alastair Mundy, manager of the Investec UK Special Situations fund in Investment Week (27th Nov). For example, we often explore companies that have been spun off from mu...

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