New Oak Wealth Management

At New Oak Wealth Management, we pride ourselves on being a firm of Independent Financial Advisers with a wealth of industry experience. Our current advisory team, consisting of Stephen Fonquernie-Fisher, Richard Leach, and Neil Wesson, has been working together since 2006, backed by a team of full administration support led by Susan Fonquernie-Fisher. Our independence allows us to select products from the entire market, ensuring that we can provide personalized advice tailored to our clients' unique needs and objectives.

As Independent Financial Advisers, we believe in putting our clients first and providing them with the best possible financial advice. We understand that no two individuals are alike, and that's why we take the time to get to know each of our clients, their goals, and their financial situations. Our expertise spans a wide range of financial services, including investments, pensions, protection, and ISA solutions. We work closely with our clients to understand their financial aspirations and provide recommendations that are tailored to their individual needs.

Our Services

At New Oak Wealth Management, we offer a comprehensive range of financial services designed to help our clients achieve their financial goals. Our services include:

• Investments: We provide investment advice and portfolio management services, helping our clients grow their wealth and secure their financial futures.
• Pensions: We offer pension planning and management services, helping our clients make the most of their pension pots and plan for a comfortable retirement.
• Protection: We provide protection advice and services, helping our clients safeguard their financial wellbeing and protect their loved ones from unexpected events.
• ISA Solutions: We offer Individual Savings Account (ISA) solutions, helping our clients save tax-efficiently and achieve their long-term financial goals.

Our Independence

As Independent Financial Advisers, we are not tied to any specific financial institution or product provider. This means that we can select the best options for our clients from the entire market, rather than being limited to a specific range of products or providers. Our independence allows us to provide unbiased advice and recommendations that are in the best interests of our clients.

Our Expertise

Our team of experienced financial advisors has spent many years honing their skills and expertise in the financial services industry. We have a deep understanding of the financial markets and the products and services that are available to our clients. Our expertise covers a wide range of financial areas, including investments, pensions, protection, and ISA solutions.

Our Commitment

At New Oak Wealth Management, we are committed to providing our clients with the highest level of service and expertise. We are dedicated to helping our clients achieve their financial goals and build a secure financial future. We believe in building long-term relationships with our clients and providing them with personalized advice and guidance every step of the way.