About Us

We are a firm of Independent Financial Advisers with well over 20 years industry experience. The current advisory team have been working together since 2006 and consists of Stephen Fonquernie-Fisher and Richard Leach along with full administration back up headed by Susan Fonquernie-Fisher.

 

Independent Advice

As Independent advisers we are able to select products for customers from the whole of market – that means we can potentially recommend any product from any company providing it suits the customer’s needs and objectives. With such a wide choice of companies, investments and saving tools the customer can be reassured that they are not simply being provided with a standard recommendation – and are getting personalised advice.

New Oak Wealth
Management

8 Ashford Court
Huddersfield HD8 0US

Telephone: 01484 603886
Fax: 01484 603886

steve.fisher@newoakwealth.co.uk
richard.leach@newoakwealth.co.uk


New Oak Wealth Management Ltd is Authorised and Regulated by the Financial Conduct Authority.
FCA Number 440850
Registered in England & Wales, Company Number 05563516.
Registered Office address: 14 Beech Hill, Otley, West Yorkshire, LS21 3AX
Trading address: 8 Ashford Court, Huddersfield, HD8 0US. Telephone 01484 603886