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Unity Oak's Trust

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Financial Adviser

Get personalised financial guidance from our experienced team. We're here to help you plan for retirement, invest wisely, and achieve your goals across the UK, USA, Germany, France, and Brazil.

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4.9 Rating | 15,000+ Clients
International advisory services: Our advisers specialise in cross-border financial planning for clients in the UK, USA, Germany, France, and Brazil.

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+44 (0)20 1234 5678

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Send us your questions

info@unityoakstrust.com

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Advisory Services

Comprehensive financial guidance for every stage of life

Retirement Planning

Build a strategy to retire comfortably, including pensions, ISAs, and annuities

Investment Management

Personalised portfolio strategies aligned with your goals and risk tolerance

Education Funding

Junior ISAs, savings plans, and strategies to save for university

Estate Planning

Protect your legacy, inheritance tax planning, and wills

Protection Strategies

Life insurance, critical illness cover, and income protection

Business Planning

Succession planning, business protection, and key person insurance

Why Work With Us

We put your interests first

Independent Advice

Whole of market recommendations, not tied to specific products

No Minimums

Quality advice for everyone, regardless of wealth

Team Approach

Access to specialists across all areas of financial planning

Transparent Fees

Clear fee structure with no hidden charges

Important information: Unity Oak's Trust is authorised and regulated by the Financial Conduct Authority (FCA). Our advisers hold appropriate qualifications and adhere to the FCA's standards. Advice may involve a fee which will be agreed before any work is undertaken.

Ready to plan your financial future?

Schedule a free consultation with one of our advisers today. Available in-person, by phone, or video call.