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, Richard Leach and Neil Wesson along with full administration support co-ordinated and headed by Lauren Dorling.

 

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

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

Get In Touch

Richard Leach   |   Director & Advisor
richard.leach@newoakwealth.co.uk   |   07780 694496

Stephen Fonquernie-Fisher   |   Director & Advisor
steve.fisher@newoakwealth.co.uk   |   07900 693998

Neil Wesson   |   Senior Advisor
neil.wesson@newoakwealth.co.uk  |   07711 849341

Lauren Dorling   |   Office Manager
lauren.dorling@newoakwealth.co.uk

Susan Fonquernie-Fisher   |   Director & Accounts Manager
susan@newoakwealth.co.uk

James Fonquernie-Fisher   |   Administrator
admin@newoakwealth.co.uk