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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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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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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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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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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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 ...