Bob Gibbs, Oak Wealth Planning

Bob Gibbs | Oak Wealth Planning

Independent Financial Planner, Milton Keynes

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07742 019661

A SWOT Analysis For Your Pension And Investments

Have you done your research?

Have you ever done a SWOT analysis? It stands for Strengths, Weaknesses, Opportunities, and Threats. What an incredible moment to be doing one now for your pension and investments ...


Pensions, Interest Rates and Brexit

Is your pension protected?

It has been incredible watching the turmoil at Westminster regarding the EU Withdrawal deal. With both leavers and remainers hating it, it's certainly been an interesting 7-days ...


Is Your Pension Fund Passive Or Active?

More than just a phrase ...

Your pension fund could be located anywhere in the world and this means that it will be invested in a wide range of assets. But is it actively or passively managed? Does it really matter?


The US Midterms 2018: Who Was The Winner?

It could be you ...

I'm not talking about the Democrats or the Republicans, but which clients, pension funds, and investment managers won in the US Midterms 2018. Does it affect your financial future?


How Did Budget 2018 Affect Your Pension?

Or will Brexit be the game changer?

So, the budget came and went without too much fuss. Lots of talk of ending austerity and increased spending on public services, but very little about your pension ...


Welcome To My Brand New Blog!

It's going to be the first post of many ...

I'm what's called a 'whole of market' independent financial planner. In a nutshell, I organise people's money they can either make more money or save their money and become more wealthy ...


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Welcome To My Brand New Blog!

Pensions, Interest Rates and Brexit

How Did Budget 2018 Affect Your Pen ...

The US Midterms 2018: Who Was The W ...

Is Your Pension Fund Passive Or Act ...

A SWOT Analysis For Your Pension An ...

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