Bob Gibbs, Oak Wealth Planning

Bob Gibbs | Oak Wealth Planning

Independent Financial Planner, Milton Keynes

call me on

07742 019661

In Life, Business and Politics, Communication Is Key

Especially when it comes to your pension ...

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POSTED BY BOB GIBBS ON 31/01/2019 @ 8:00AM

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

Pension funds and share portfolios are falling in value, but thankfully, communication has remained open!

Pension funds and share portfolios are falling in value, but thankfully, communication has remained open!

copyright: egal / 123rf

We'll see. It's all about talking, listening and communicating properly. That's the art of politics, which has been sorely lacking these past few years. Talk about leaving it until the last minute.

I have been doing reviews recently where pension funds and share portfolios are falling in value, but thankfully, communication has remained open. We have talked a lot and my clients understand the journey we are all on.

And at the same time, our compliance team has been in our offices. As always, we kept talking, kept communicating, and it's all going smoothly. No surprises thankfully.

Pension planning and wealth management are all about open channels of communication, so if you don't have proper financial advice, who knows how things might look in a few months?

"Would you like to know more?"

If you'd like to discover more about the value of your pension fund and share portfolios then do give me a call on 07742 019661 or click here to ping me an email and let's see how I can help you.

Until next time ...



If you're thinking of reviewing your pensions, savings and investments then do visit and let's see how I can help you with your wealth planning!

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More about Bob Gibbs ...


I am a whole of market Independent Financial Planner. What I do for people is to organise money so that people either make money or save money with the end result becoming more wealthy.

I achieve this through mortgages, insurances, savings, investments and especially Pensions, a subject I am especially passionate about. I am shocked by how little people know about such an important subject that has such a huge impact on their lives.

My mission is to understand where people are at on their retirement plan, then get them on the correct road to working less and enjoying more of life when they want! I use cashflow planning software to make this more visual and real.


07375 040011


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