Who we are
Established in 2010, Barry May and the team at Oak Financial Management have many years’ experience providing practical, independent financial planning advice to people, families and businesses in London and the surrounding area. We believe professional advice can add significant value to both individuals and businesses.
We provide advice across a wide range of services including pensions, investments, savings, mortgages and life insurance. We are committed to putting clients at the heart of everything we do and to developing long-term relationships. This is achieved by ensuring that we understand the individual needs of each client, enabling us to implement a tailored financial plan to address those needs.
We offer holistic financial planning, focused on preparing clients for their retirement and achieving their goals and objectives. We achieve this through careful, long term planning with investments, pensions and utilising all available tax breaks.
At Oak Financial Management, we pride ourselves on the friendly and approachable nature of our advisers and staff, and on playing an integral part of the local community.
Please contact us for an initial meeting at our expense.
Barry May – Mobile: 07974 208766