Barry May, Oak Financial Management Ltd

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Oak Financial Management Ltd

Oak Financial Management Ltd Independent Financial Adviser
Airport House Business Centre
Airport House
Purley Way

Business Description

Oak Financial Management Ltd is a dynamic company offering Independent Advice. We offer clients comprehensive advice on all their financial needs. We are not tied to any bank, insurance company or financial institution, and are free to recommend any company’s products. Our advisers can provide a comprehensive, professional service and offer advice on a friendly and easy to understand basis. We work on a fee or commission basis with all costs disclosed at your free initial meeting.

Personal Planning

Mortgage & Re-Mortgage – 1st time buyers; Buy-to-Lets; and Investment properties

  •   Pensions – Personal & Stakeholder Plans
  •   Life Cover – mortgage and family protection
  • Income Protection
  • Savings & Investment – ISA/Child Trust funds/Bonds
  • Inheritance Tax, Trusts and Tax planning
  • Retirement Planning and Drawdown
  •   Long-Term Care insurance plans
  •   Medical Insurance and General Insurance
    • Ethical Investments
    • Pensions & Divorce

 Business & Employee Benefits Packages 

  • Stakeholder/Group Personal Pensions
  •   Company Pension Schemes
  •   Death in Service
  •   Key Man Assurance
  •   Director Share Protection
  •   Partnership Protection
  •   Exit Strategy Planning
  •   Succession Planning

 What to do next?

To discuss your aspirations or to arrange a free initial meeting without obligation, please contact Barry May on 0203 667 3120 or 07974 208766 or