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...

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...

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...

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 23, 2017

Here are some of the more pertinent points when thinking about finance that came up in the budget. 

Savings Band

  •   Frozen at £5,000

  •   General ISA limit remains frozen at £20,000

  •   Junior ISAs and Trust Funds will be increased in line with CPI to £4,260...

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...

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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.