Voted in Top 35 Next Generation Advisers for 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 Adviser magazine (part of the CityWire group) is a leading publication in the financial services sector. It is a honour to be recognised by such a prominent industry body.
The award highlights White Oak's commitment to advice, client outcomes and overall service levels. At White Oak we truly believe that if we put clients first in all aspects of our work, we will continue to grow as a business.
This is the second year in a row that Tom has been recognised in the awards. The award is given to the top 35 advisers in the country under the age of 35. Given to those who show excellent application of advice, with high levels of qualification.
Tom is a chartered independent financial adviser. A pension and inheritance specialist with over 13 years of experience. As well as being the owner of White Oak Financial Planning in Chester, working throughout Cheshire, Wirral, Shropshire and North Wales, Tom also works from his London office.
At White Oak, we work with many different types of clients advising on all aspects of financial planning, including:
* Retirement Planning - Saving, Investing, Drawdown, Annuity, Defined Benefit Transfers and advice
*Investment Planning - Wealth management, currently advising on over £30m* of client assets (*as at November 2018)
*Inheritance Planning - STEP Qualified advice regarding Trusts, Gifting, IHT mitigation, general intergenerational planning
*Business support - Workplace pensions, KeyPerson cover, group insurances, working with accountants re-profit extraction
*Protection - Life insurance, Critical Illness cover, Income protection etc
White Oak Financial Planning, Regus House, Chester Business Park, Chester, Chehsire, CH4 9QR