Oak Tree works closely with a broad range of employers in both the private and public sectors, delivering essential personal financial training to their employees.
Where employers recognise the lasting value of a well-informed, financially aware workforce, Oak Tree are able to support them in providing specialist financial training to their employees.
We provide essential financial training courses incorporating personal financial awareness, pre-retirement planning, wealth preservation and pension related issues.
This kind of financial education is set to play an increasingly vital role in the workplace as more people now have greater choice regarding their pensions and other financial arrangements.
We have an aging population and it is important, therefore, that employees are aware of the actions and arrangements necessary to make them more financially secure.
Oak Tree Financial Training is an independent training company.
With over 35 years’ experience in professional services, advising clients on an individual and group basis, Justin has a wealth of knowledge to draw on including retirement and wills and estate planning
Furthermore, having worked as an independent advisor and as a member of the Law Society, he is firmly in touch with all ongoing developments in his industry including investment markets and pensions. His main motivation, however, is to help others by channelling his professional insight and guidance into clear, accessible financial education. In this way, Justin is doing his bit to help ensure the UK has a growing number of financially aware employees.
With over 35 years’ experience in professional services, advising clients on an individual and group basis, Justin has a wealth of knowledge to draw on including retirement and wills and estate planning
Furthermore, having worked as an independent advisor and as a member of the Law Society, he is firmly in touch with all ongoing developments in his industry including investment markets and pensions. His main motivation, however, is to help others by channelling his professional insight and guidance into clear, accessible financial education. In this way, Justin is doing his bit to help ensure the UK has a growing number of financially aware employees.
Victoria is responsible for ensuring the smooth running of Oak Tree Financial Training from behind the scenes. She has over 25 years of customer service experience and ensures our training courses are delivered seamlessly for all of our clients.
When she’s not organising our training courses and helping our customers, Victoria enjoys nothing more than sitting down with a good book and a glass of red wine, she also enjoys socialising with friends and she loves travelling, but only when we let her escape from the office, which isn’t too often.
Victoria is responsible for ensuring the smooth running of Oak Tree Financial Training from behind the scenes. She has over 25 years of customer service experience and ensures our training courses are delivered seamlessly for all of our clients.
When she’s not organising our training courses and helping our customers, Victoria enjoys nothing more than sitting down with a good book and a glass of red wine, she also enjoys socialising with friends and she loves travelling, but only when we let her escape from the office, which isn’t too often.
With over 25 year experience within the estate planning and financial planning industries, Peter has always been passionate about improving client outcomes. Knowledge is king and Peter is qualified at both the Institute of Professional Will Writers and the Society for Trust and Estate Practitioners, ensuring that he can provide accurate information and that he is always kept up to date.
At Oak Tree, Peter is jointly responsible for the delivery of key messages to all stakeholders on subjects such as Estate Planning and Pension planning. Outside of work Peter is almost always found juggling family commitments with his obsession for running.
With over 25 year experience within the estate planning and financial planning industries, Peter has always been passionate about improving client outcomes. Knowledge is king and Peter is qualified at both the Institute of Professional Will Writers and the Society for Trust and Estate Practitioners, ensuring that he can provide accurate information and that he is always kept up to date.
At Oak Tree, Peter is jointly responsible for the delivery of key messages to all stakeholders on subjects such as Estate Planning and Pension planning. Outside of work Peter is almost always found juggling family commitments with his obsession for running.
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Expert and accessible financial training, giving people a clear picture of their financial options which enables them to take control of their finances.
