Welcome to Green Oak Financial Planning
At Green Oak Financial Partners, we provide bespoke wealth management and integrated financial advice to private and corporate clients. We specialise in the areas of retirement and inheritance tax planning.
What we do
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
Promotions
Testimonials
Since appointing Raffaele as our financial Adviser I have felt very relaxed about our finances. It is very reassuring not to have to worry about this aspect of my life. Not only do I find it significantly easier to monitor and control my investments, but I know Raffaele is constantly looking for ...
Before appointing Raffaele as my financial adviser I had personally checked his credentials and taken feedback via an accounting firm. I needed to know this advice would be in my best interests. Now, in the fifth year of relationship I can say with certainty, I did the right thing appointing him....
Past performance is not indicative of future performance.
I recently met Raffaele and asked him if I could improve my situation with his help. He took the time to describe my different plans to me and my options in a way no adviser has done so before. He was extremely professional and told me it would not be in my best interests to make any changes, giv...
Raffaele was recommended to us by a friend and a professional contact. He has been invaluable in helping us to analyse our financial affairs and restructuring our assets according to our needs. He is very open and collaborative and we find him a very trustworthy and credible adviser.
Raff was recommended to me over 8 years ago. I immediately sensed I could trust him. He is now my trusted adviser for UK regulated investments and all things wealth related. It is rare to find someone who gives no-nonsense advice and no matter what the subject he seems to have extensive knowledge...
In a very difficult moment in my life, Raffaele dedicated hours explaining how the financial markets operate, the different tax structures of investments and the best financial options for me and my children. With his very personal approach and specialist knowledge he has taken a big weight off m...
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Raff was recommended to me, just over a year ago, by an old school friend to help my wife and I make some important financial investment decisions. He is passionate about his work and takes the time to understand his clients needs and aspirations. Raff also outlines his recommendations and replie...
Raffaele is a long term friend, who, after qualifying as a financial adviser, I was happy to appoint my personal adviser, in the confidence and knowledge that he would provide a bespoke service for my particular needs. His performance over three years has justified my judgement and I would recomm...
We are grateful to Raffaele for the way in which he has helped us to make complex pension investment decisions in a stress free way. He has helped us to restructure our finances for tax efficiency, flexibility and easy management. We have always felt that we should only pay professional fees if t...
Past performance is not indicative of future performance.
I contacted my accountant for help in deciding how to take my pension tax efficiently. He advised me to speak to Green Oak Financial Partners Ltd. Raffaele Cannas, explained the latest pension rules, the tax implications of taking income via the different routes and carried out an analysis to see...
Since appointing Raffaele, we have made significant improvements in our financial situation, he has helped us to balance out our investments and create more opportunities for growth. He has been invaluable in guiding us through the complex dealings with a regulatory body. We feel he has always ou...
Since appointing Raffaele as our financial Adviser I have felt very relaxed about our finances. It is very reassuring not to have to worry about this aspect of my life. Not only do I find it significantly easier to monitor and control my investments, but I know Raffaele is constantly looking for ...
Before appointing Raffaele as my financial adviser I had personally checked his credentials and taken feedback via an accounting firm. I needed to know this advice would be in my best interests. Now, in the fifth year of relationship I can say with certainty, I did the right thing appointing him....
Past performance is not indicative of future performance.
I recently met Raffaele and asked him if I could improve my situation with his help. He took the time to describe my different plans to me and my options in a way no adviser has done so before. He was extremely professional and told me it would not be in my best interests to make any changes, giv...
Raffaele was recommended to us by a friend and a professional contact. He has been invaluable in helping us to analyse our financial affairs and restructuring our assets according to our needs. He is very open and collaborative and we find him a very trustworthy and credible adviser.
Raff was recommended to me over 8 years ago. I immediately sensed I could trust him. He is now my trusted adviser for UK regulated investments and all things wealth related. It is rare to find someone who gives no-nonsense advice and no matter what the subject he seems to have extensive knowledge...
In a very difficult moment in my life, Raffaele dedicated hours explaining how the financial markets operate, the different tax structures of investments and the best financial options for me and my children. With his very personal approach and specialist knowledge he has taken a big weight off m...
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Raff was recommended to me, just over a year ago, by an old school friend to help my wife and I make some important financial investment decisions. He is passionate about his work and takes the time to understand his clients needs and aspirations. Raff also outlines his recommendations and replie...
Raffaele is a long term friend, who, after qualifying as a financial adviser, I was happy to appoint my personal adviser, in the confidence and knowledge that he would provide a bespoke service for my particular needs. His performance over three years has justified my judgement and I would recomm...
We are grateful to Raffaele for the way in which he has helped us to make complex pension investment decisions in a stress free way. He has helped us to restructure our finances for tax efficiency, flexibility and easy management. We have always felt that we should only pay professional fees if t...
Past performance is not indicative of future performance.
I contacted my accountant for help in deciding how to take my pension tax efficiently. He advised me to speak to Green Oak Financial Partners Ltd. Raffaele Cannas, explained the latest pension rules, the tax implications of taking income via the different routes and carried out an analysis to see...
Since appointing Raffaele, we have made significant improvements in our financial situation, he has helped us to balance out our investments and create more opportunities for growth. He has been invaluable in guiding us through the complex dealings with a regulatory body. We feel he has always ou...
Since appointing Raffaele as our financial Adviser I have felt very relaxed about our finances. It is very reassuring not to have to worry about this aspect of my life. Not only do I find it significantly easier to monitor and control my investments, but I know Raffaele is constantly looking for ...
SJP Approved 28/09/2023
