White Oak Advisory

Introduction to White Oak Advisory

White Oak Advisory is a financial planning and advisory firm based in London, England. The company was established with the goal of providing tailored financial advice to individuals and businesses. The team at White Oak Advisory has extensive experience in the financial services industry, and they pride themselves on their ability to offer personalized solutions to each of their clients. What sets this company apart is their commitment to building long-term relationships with their clients and their dedication to helping their clients achieve their financial goals.

Services & products

White Oak Advisory offers a range of financial planning and advisory services. These include retirement planning, investment management, tax planning, and estate planning. The company also provides advice on insurance and risk management. Clients can expect to receive personalized advice tailored to their specific needs and financial goals.

Location

White Oak Advisory is located in the heart of London on Brook Street. The area is known for its high-end shops and restaurants, making it a popular destination for shoppers and tourists. The company is easily accessible by public transportation, with the closest tube stations being Bond Street, Oxford Circus, and Green Park, all within a half-mile radius.

Benefits

Clients who choose White Oak Advisory can expect to receive personalized financial advice from a team of experienced professionals. The company takes a holistic approach to financial planning, considering all aspects of a client's financial situation to create a comprehensive plan. The team at White Oak Advisory is committed to building long-term relationships with their clients, and they work closely with each individual to help them achieve their financial goals.

Good to know

White Oak Advisory is a fee-only financial planning firm, which means that they do not earn commissions on any products or services recommended to clients. This ensures that their advice is always unbiased and aligned with the best interests of their clients. The company also values transparency and communication, and they are always available to answer any questions or concerns that their clients may have.

Reviews

Customers have praised White Oak Advisory for their personalized approach to financial planning and their commitment to building long-term relationships with their clients. Clients have also noted the team's expertise and knowledge in the financial services industry, as well as their responsiveness and communication skills. Overall, customers have had a positive experience with White Oak Advisory and recommend the company to others looking for financial planning and advisory services.