Welcome to Forest Oak Financial Planning

At Forest Oak Financial Planning, we have over a decade of experience advising our clients. We adopt a transparent, honest approach to our services. We promise a jargon-free approach to set you on your journey to financial freedom.

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SJP Approved 08/11/2023

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Forest Oak Financial Planning is a trading name of Forest Oak Financial Planning Ltd. Forest Oak Financial Planning Ltd is registered in England and Wales, Number 13834085. Registered Office: 9 Bennett Croft , North Anston , Sheffield, S Yorks, S25 4DU.