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.

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...

December 7, 2017

White Oak Financial Planning Director Tom Wilcox-Jones has recently been recognised as one of the top advisers in the UK. Tom was been recognised by leading industry publication New Model Adviser as one of the top 35 financial advisers under the age of 35 in the UK. 

Ar...

November 1, 2017

Automating tax returns

HM Revenue & Customs is launching a new simplified system for calculating tax bills, which will result in thousands of taxpayers being relieved of the chore of filling out tax returns.

Taxpayers affected by the change will receive letters saying th...

October 26, 2017

Tax Changes, Population Increases and paying into pensions

Please reload

September 24, 2018

July 31, 2018

January 2, 2018

December 19, 2017

Please reload

Recent Posts
Featured Posts

Q3 - Market Review

October 16, 2017

1/1
Please reload

Archive
Please reload

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.