New Oak Wealth Management

Our Story

New Oak Wealth Management is a financial advisory firm that has been serving individuals and businesses for over 20 years. Our team of experienced advisors, led by Stephen Fonquernie-Fisher, Richard Leach, and Neil Wesson, has been working together since 2006. We pride ourselves on providing personalized financial advice, selecting products from the whole of the market to suit our clients' unique needs and objectives.

Our Services

At New Oak Wealth Management, we offer a range of services designed to help individuals and businesses achieve their financial goals. Our expert advisors work closely with clients to understand their financial objectives and develop tailored solutions to meet their needs. Our services include:

• Independent Financial Advice: We provide personalized financial advice, selecting products from the whole of the market to suit our clients' needs and objectives.
• Investment Management: We manage investment portfolios for individuals and businesses, using our expertise to grow and preserve wealth over the long term.
• Retirement Planning: We help individuals plan for retirement, developing tailored strategies to ensure a comfortable and secure financial future.
• Savings and Protection: We offer expert guidance on saving and protecting wealth, including advice on tax-efficient savings and inheritance planning.
• Regulatory Compliance: We ensure that our clients are in compliance with relevant regulatory requirements, providing peace of mind and minimizing the risk of financial exposure.

Our Values

At New Oak Wealth Management, we are committed to providing exceptional service, integrity, and transparency in all our dealings. We believe in building long-term relationships with our clients, based on trust, respect, and open communication. Our advisors are passionate about delivering the highest level of expertise and personal service, ensuring that our clients' financial goals are always at the forefront of our minds.

Our Expertise

Our team of experienced advisors has a deep understanding of the financial markets and a proven track record of delivering results. We stay up-to-date with the latest market trends and regulatory changes, using our expertise to provide informed and effective guidance to our clients.