Thank you for visiting the Oak Financial Management Ltd website. On Friday 28th April 2023, Perspective Financial Group Ltd (Perspective), a leading national firm of financial planners and wealth managers with a network of local offices throughout the UK, welcomed clients of Oak Financial Management Ltd to their stewardship for financial advice.
Perspective fully shares the ethos, ethics and client focused approach of Oak Financial Management Ltd and we are sure this move will be of benefit to all our clients and contacts going forward.
Whilst the name Oak Financial Management Ltd no longer exists, Perspective’s long-established office in Chorley and their office in Warrington, known as Perspective (North West) Ltd, will now service Oak Financial Management Ltd’s clients. Please visit our new website www.pfgl.co.uk/our- locations/north-west where you can also find our new email addresses (although the current ones will automatically redirect).
Please do not hesitate to contact Perspective if you would like to discuss anything further.