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...

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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.