Bob Gibbs, Oak Wealth Planning

Bob Gibbs | Oak Wealth Planning

Independent Financial Planner, Milton Keynes

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07742 019661

Keep The Faith WIth Your Pensions and Investments

Calm, sensible and clear planning is what's needed right now ...

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POSTED BY BOB GIBBS ON 07/02/2019 @ 8:00AM

It's been a bumpy ride recently, hasn't it? There's been a lot going on during the last four months which has affected pension fund values ...

If you're worried about your pension fund value, why not have a chat with me?

If you're worried about your pension fund value, why not have a chat with me?

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It's mainly been about Brexit here in the UK, but Trump has been having an effect with the US/China trade war and on the markets, the currencies have been all over the place which has also affect share values and interest rates.

"October and December last year saw big falls in the values of pension funds, but January has been remarkably good with a general upturn!"

Having the right strategy and staying very calm is crucial when it comes to your wealth and where you invest. Nothing much has changed fundamentally over the last four months yet pessimism and optimism have swayed dramatically.

Those with the right strategy in place, who have the right financial advice, can let all the background noise be just that ... noise. Those that listened to all the bad press may act in haste and make the wrong move, which will definitely affect your retirement!

"Would you like to know more?"

Calm, sensible and clear planning combined with timeless advice is what's required right now. If you'd like to talk about your pension fund 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!

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