White Oak Financial Planning LTD
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- Regus House, Herons Way, Chester Business Park, Chester, Cheshire, CH4 9QR
White Oak Financial Planning Ltd is a Chester-based financial firm that offers expert, FCA regulated services under registration number 782396. With an approachable team of professionals, they specialize in providing sound advice on life investments, pensions, final salary pension transfers, and retirement planning. They take pride in their client-focused methods and are dedicated to offering tailored financial planning solutions. Conveniently located in Regus House at Chester Business Park, the firm also extends its services to surrounding areas in Cheshire. Whether you're a first-time investor or a retiring professional seeking measured advice on your pension, White Oak Financial Planning Ltd is a trusted partner for all your financial planning needs.
Their team includes one financial adviser. Check FCA registration here.
White Oak Financial Planning LTD are approved by the FCA to give advice on:
Directions to White Oak Financial Planning LTD from the Motorway
- From the M53, continue onto North Wales Expressway/A55. At junction 38, take the A483 exit towards Wrexham/Chester. At the Post House Roundabout/Wrexham Road Interchange, take the third exit onto Wrexham Road/A483. At the subsequent roundabout, take the third exit onto Heronsway. Proceed to turn left. Your destination will subsequently be on your right.
List of advisers under White Oak Financial Planning LTD:
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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.
Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.