We are a firm of Independent Financial Advisers with well over 20 years industry experience. The current advisory team have been working together since 2006 and consists of Stephen Fonquernie-Fisher and Richard Leach along with full administration back up headed by Susan Fonquernie-Fisher. As Independent advisers we are able to select products for customers from the whole of market - that means we can potentially recommend any product from any company providing it suits the customer's needs and objectives.
With such a wide choice of companies, investments and saving tools the customer can be reassured that they are not simply being provided with a standard recommendation - and are getting personalised advice. New Oak Wealth Management Ltd is Authorised and Regulated by the Financial Conduct Authority. Registered in England & Wales, Company Number 05563516.
Trading address: 8 Ashford Court, Huddersfield, HD8 0US.
With such a wide choice of companies, investments and saving tools the customer can be reassured that they are not simply being provided with a standard recommendation - and are getting personalised advice. New Oak Wealth Management Ltd is Authorised and Regulated by the Financial Conduct Authority. Registered in England & Wales, Company Number 05563516.
Trading address: 8 Ashford Court, Huddersfield, HD8 0US.
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