Oak Financial Management is an independent financial adviser based at Airport House, Croydon. Since 2010 we have helped people, families and businesses across London and the South East plan with confidence — carefully, transparently, for the long term.
Arrange a first meeting How we workOak Financial Management established in Croydon.
Advising clients across London and the South East.
Consumer Duty: advice held to the FCA's highest standard yet.
Still independent. Still here for the long term.
Independent means whole of market. The advice follows your objectives, never a provider's.
Careful, long-term planning so your retirement does what you need it to. Every available tax break, used properly.
Life insurance and protection so the people who depend on you are looked after, whatever happens.
First-time buyers through to later-life lending, researched across the market.
Practical plans built around your goals, reviewed with you over time.
Workplace pensions set up and kept compliant for local businesses.
Planning what happens to your estate, so nothing is left to chance.
Later-life lending explained plainly, with the downsides shown too.
Where you are now, what you want to achieve, and when. We listen first.
A plan designed around your objectives, in plain English, with nothing hidden.
We talk it through and agree the course of action you want to take. The decisions stay yours.
Jargon-free advice as life changes. We're here for the long term, not one meeting.
“I sought advice from Barry to ensure that the money from the sale of my mother's house was well managed to ensure that the costs of her care home were met. He has delivered. The capital remains protected.”Mr & Mrs D · Twickenham
“From the first time I met Barry I knew that this is an advisor I could trust to give me independent advice with my finances. Highly recommended.”
“Barry is extremely thorough, researching the best options and presenting far more beneficial proposals than previous policies held. Friendly, professional and ensured that I fully understood the finer details.”
“Barry helped my husband and I with our mortgage. We did not know where to start as first-time buyers. Through Barry's hard work we were able to get a great deal on mortgage and life insurance.”
Call us for a friendly chat, or email and we'll come straight back to you.
0203 667 3120 admin@oakifa.com