Business Details
21 Years
experience
Your Trusted Independent Financial Advisers
We are an independent financial advisory firm with over two decades of industry expertise. Established in 2005, our team of experienced professionals, including directors Richard Leach, Stephen Fonquernie-Fisher, and senior advisor Neil Wesson, provides tailored financial solutions. Our independence allows us to select products from the entire market, ensuring recommendations align precisely with client objectives. We prioritise long-term relationships, built on trust and a deep understanding of individual financial needs. Our administrative team, led by Office Manager Lauren Dorling, ensures seamless service delivery.Regulated by the Financial Conduct Authority, we maintain rigorous standards of professionalism and transparency. With a combined experience spanning decades, we guide clients through all stages of life, offering expertise in investment, retirement planning, and wealth management. Our commitment to continuous learning ensures our advice remains current and comprehensive. Clients benefit from our local knowledge of Huddersfield and surrounding areas, combined with national regulatory compliance. Our dedicated team works collaboratively to deliver exceptional service, fostering client confidence and financial security.
Services
Financial Planning
Investment Advice
Retirement Planning
Mortgage Advice
Tax Efficient Savings
Details
- Year established: 2005
Highlights and features
- We offer independent financial advice with whole-market product access.
- Our team has over 20 years of combined industry experience.
- Personalised recommendations tailored to individual financial goals.
- FCA-regulated services ensuring compliance and client protection.
- Local expertise serving Huddersfield and surrounding areas.
Associations and certifications
- Financial Conduct Authority
Services
Financial Planning
Comprehensive financial planning services tailored to individual life goals. We assess your current situation, risk tolerance, and objectives to create holistic strategies for wealth growth and preservation. Our expertise covers investment management, retirement preparation, and inheritance tax planning.
Investment Advice
Professional guidance on constructing diversified investment portfolios. We evaluate market opportunities and client risk profiles to recommend suitable asset allocations. Our advice focuses on long-term capital growth while maintaining appropriate risk controls through regular portfolio reviews.
Retirement Planning
Specialised retirement planning services to ensure financial security in later life. We help clients optimise pension contributions, navigate tax implications, and create sustainable income streams. Our approach considers state pension entitlements alongside personal retirement savings strategies.
Mortgage Advice
Expert mortgage advisory services covering residential and buy-to-let financing. We compare products from the entire market to find competitive rates suited to individual circumstances. Our team assists with re-mortgaging, first-time purchases, and portfolio management.
Tax Efficient Savings
Strategic tax efficiency solutions to maximise savings potential. We advise on ISAs, pension contributions, and other tax-advantaged vehicles. Our recommendations focus on legal tax reduction while maintaining flexibility for changing financial circumstances and government policy changes.
People
Richard Leach
Director & Advisor
With over 30 years in financial services since 1987, Richard holds relevant qualifications since 1993. He co-founded New Oak Wealth Management in 2006, bringing extensive branch advisory experience from Bradford & Bingley. Married with four children.
Stephen Fonquernie-Fisher
Director & Advisor
Financial services professional since 1988, qualified advisor since 1999. Co-founder with experience at Eagle Star and Godfrey Pearson. Established New Oak Wealth Management in 2005. Passionate about client service and cricket enthusiast.
Neil Wesson
Senior Advisor
Qualified financial advisor since 1993, joining New Oak Wealth Management in 2023. Brings corporate experience from Quilter Financial Advisers. Now focuses on client-centred advice while enjoying family time and golf.
Lauren Dorling
Office Manager
Qualified mortgage advisor with CeMAP certification. Managing daily operations since 2020 while preparing for financial advisor qualifications. Animal lover and foster carer for cats, balancing work with family life.
Susan Fonquernie-Fisher
Director & Accounts Manager
Financial industry professional since 1990, managing accounting systems and client administration. Active in local community through Women's Institute involvement. Balances work with family activities and theatre interests.
Questions
What areas do you serve?
We primarily serve Huddersfield and surrounding areas in West Yorkshire, providing financial advice to local clients while maintaining national regulatory compliance.
Are you regulated by any official body?
Yes, New Oak Wealth Management is authorised and regulated by the Financial Conduct Authority under reference number 440850.
What financial services do you offer?
We provide comprehensive financial planning, investment advice, retirement strategies, mortgage guidance, and tax-efficient savings solutions tailored to individual needs.
Can I get independent financial advice?
As independent financial advisers, we access products from the entire market to deliver unbiased recommendations that best suit your specific financial circumstances and goals.
How experienced is your team?
Our advisory team collectively has over 100 years of financial services experience, with individual qualifications held since 1993 and firm operation since 2005.
