Fees and Charges

Before we can consider the role we can play in your financial planning, we first need to understand lots about you, your needs and what you are looking to achieve.

We do not charge for this process and you can find details of how we start to work with clients here.

However, at outset, we often find that clients want to know how we charge, were they to ask us to manage investments on their behalf. Therefore in the calculator below we have given details of the combined total charge that is deducted from a typical portfolio for a client of Oak.

View Fee Calculator

Please note that we only apply our fees to assets where we add value, that our fee can be discontinued at any time, the fees shown are based upon our standard investment and platform proposition, that alternative charging methods is also available.

REFERENCE ARTICLE
FCA Average for Advised Portfolios

OAK Private Wealth Limited is authorised and regulated by the Financial Conduct Authority. Our FCA Register number is 968529. Registered in England Reg No 13833125.

Financial Ombudsman Service

Terms & Conditions

call us: 020 7129 1272

[email protected]

1 King William St
London EC4N 7AF

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