Blue Oak Counsel
The Professional's Advisor
About Blue Oak
Counsel with Purpose
Blue Oak has many decades experience advising on planning, pensions and investments.
We are uniquely placed to provide sound financial advice to you and your family in difficult times. We will work with you to provide a customised plan of action that will evolve as you do.
Our counsel will be clear, concise and actionable.
The need to plan for the unexpected has never been greater. If you haven't been thinking about the future and how you and your family will financially cope and ultimately thrive, now is the time to do so.
The Path to Financial Security
We build a comprehensive plan to help you achieve your financial and retirement goals.
Blue Oak will carefully select the structures that you need to deliver your goals.
Structures can include PRSAs, ARFs, trusts, protection, debt instruments, income policies or direct investments.
Simplicity where possible, Complexity where necessary
Investments should be based on time honoured principles such as diversification, optimal asset allocation and remaining invested through market cycles.
We will ensure your wealth is preserved through generations.
Professional to Professional
We offer comprehensive pre and post retirement consultancy services for individuals, partnerships, employers, trustees and scheme members.
The evolving legislative environment around pensions is changing.
We can help you to stay on top of the changes.