Oak Financial Management

We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future. 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.