Bob Gibbs, Oak Wealth Planning

Bob Gibbs | Oak Wealth Planning

Independent Financial Planner, Milton Keynes

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07742 019661

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Is An Independent Financial Adviser A Jack Of All Trades?

This phrase has been around a long time, and it could easily be directed at every independent financial adviser ...

 

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Planning For Retirement: When Should You Start?

So, you're 18 years old and just out of college. You've got your first job, and you are earning good money ...

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Investing: Where To Invest Or How To Invest?

Recently, a number of people I have spoken to have asked me where I recommend they should be investing their money ...

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CrowdFunding: What Is It And Is It A Good Idea?

Crowdfunding has become a popular way to raise money over the past few years, but is it a good idea?

   
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Technology And Pensions:.Is It The Way Forward?

Ever heard of a robo-advisor? It's where you have automated online processes that guide clients to a successful retirement ...

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A SWOT Analysis For Your Pension And Investments

Have you ever done a SWOT analysis? It simply stands for Strengths, Weaknesses, Opportunities, and Threats ...

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Is A Recession About To Hit The United Kingdom?

There have been five recessions in the last 35 years. The longest gap being from 1990 to 2001 which was over 11 years ...

   
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The Importance Of Annual Review Meetings

When it comes to wealth management, we've all heard of annual review meetings. So, what are these mythical meetings?

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Risk, And How It Relates To Your Pension And Investments

So, are we at risk of a recession here in the UK? After all, many leading economies in Europe are heading that way ...

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Keep The Faith WIth Your Pensions and Investments

It's been a bumpy ride recently. There's been a lot going on during the last four months which has affected pension fund values ...

 
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In Life, Business and Politics, Communication Is Key

So finally, the House of Commons is listening and Jeremy Corbyn is going to talk to Theresa May. Will the EU relent?

 

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How Does The US Government Shutdown Affect Your Pension Fund?

The US Government continues its shutdown which is causing the markets to jitter, affecting pension fund values ...

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The State Pension And Your Retirement

Anyone living in the UK who pays National Insurance contributions for at least 10 years will qualify for the state pension ...

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Is Your Pension Fund Passive Or Active?

Your pension fund could be located anywhere in the world and this means that it will be invested in a wide range of assets ...

   
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Ever Heard Of The Santa Claus Rally?

Ever heard of the Santa Claus Rally? Well, it's stock market trading lingo for a small upturn in fortunes ...

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Pensions, Interest Rates and Brexit

It has been incredible watching the turmoil at Westminster regarding the Prime Ministers EU Withdrawal deal ...

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The US Midterms 2018: Who Was The Winner?

I'm not talking about the Democrats or the Republicans, but which clients, pension funds, and investment managers were the winners ...

   
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How Did Budget 2018 Affect Your Pension?

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

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Welcome To My Brand New Blog!

I'm a 'whole of market' independent financial planner. I organise people's money so they either make more or save more ...