Robert Jordan
Oak Wealth Planning
Minimum savings/pensions: Over £100,000
Minimum mortgage: Over £500,000
Unavailable for contact through VouchedFor
Based in Milton-Keynes
View locationNot fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Not fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Office address:
Oak Wealth Planning, 10 Copperhouse Court, Caldecotte, MILTON KEYNES, MK7 8NL
Willing to travel to meet clients up to 80 miles from MK7 8NL.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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Adviser Disclaimer
Oak Wealth Planning is an appointed representative of Best Practice IFA Group Limited which is authorised and regulated by the Financial Conduct Authority. Oak Wealth Planning Ltd is registered as a limited company in England & Wales No. 07453323 Registered Office, 10 Copperhouse Court, Caldecotte, Milton Keynes, MK7 8NL.