Advice that puts clients at the heart of everything.
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
Principal AdviserBarry has spent his career helping London and South East clients cut through the noise and make confident decisions about their money. He'll be the person you speak to, from the first conversation onwards.
Mobile 07974 208766 · bmay@oakifa.com
Independent means we research everyone.
Providers we regularly research include these and many more. We are tied to none of them.
Our promise to you
- Independent advice. Whole of market, all product types. If a product isn't right for you, we'll say so.
- Plain English. Every plan is explained without jargon, until you're comfortable with it.
- No surprises. Any costs are agreed with you, in writing, before any work begins.
- Regulated advice. You can check us any time on the FCA Financial Services Register, reference 602622.
Rooted in the local area.
Please contact us for an initial meeting, at our expense.
Call 0203 667 3120 or email admin@oakifa.com
Get in touch