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CR - Croydon

Forum Wealth
    Management
Oak Financial
    Management Ltd


Independent Financial Advisor in Reigate, Surrey

Oak Financial Management Ltd

Address: Wyatts Paddocks, 73 Lonesome Lane, Reigate, Surrey, RH2 7QT
Telephone: 01737 244166
Mobile: 07974 208766
E-mail: bmay@oakifa.com
Visit our Web Site: www.oakifa.com

Contact: Barry May Cert PFS, Cert CII (MP&ER)

General information

Oak Financial Management Ltd offers clients a one-stop-shop for all their financial needs. 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. All costs will be disclosed at your free initial meeting.

Our Services:

We are pleased to offer advice in all areas of financial planning.
These include:
  • Pensions
  • Investments
  • Mortgages
  • Equity Release
  • Employee Benefits
  • Protection
  • Long Term Care

Oak Financial Management Ltd is an appointed representative of Blueprint Distribution Ltd which is authorised and regulated by the Financial Services Authority.


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