Kristan Oakley

//Kristan Oakley
Kristan Oakley2019-03-20T09:59:57+00:00

Project Description

APFS, Chartered Financial Planner
Areas Covered: North West, Cumbria, Yorkshire, North Wales

Kristan began his career as a financial adviser in 1997 after graduating the University of Leeds. First gaining experience within a small, intimate practice in Cheadle, Kristan began his career in earnest providing advice to private clients and business owners within one of the North West’s most respected tax and accountancy practices.

After five years, Kristan used the skills and experience he had gained to set up a financial advice function within another of Preston’s most respected accountancy practice.  There, he looked after the financial planning needs of a growing number of the firm’s clients, as well as a number of its partners. He has always worked closely with private clients, business owners and trustees, and through his time within tax practices, has developed a particularly strong talent for tax planning in all its guises.

The vast majority of Kristan’s clients have been with him for a number of years.  He has a passion for looking after their financial planning needs through whatever twists and turns their lives take, and to help them build, protect, enjoy and ultimately pass on the wealth they have worked hard to save. He particularly enjoys employing his tax-planning experience to help clients minimise their tax burden, always with the emphasis on simplicity and safety.

Kristan joined True Bearing from one of the UK’s largest advisory firms citing a desire to return to a company which encourages advisers to adopt a more personal and local approach with clients.

Outside of work, Kristan enjoys spending time with his young family, and when time allows, blowing away the cobwebs with triathlons and mountain bike racing.

For Advice On:

Investments
Retirement Planning/Options
Protecting Income
Estate Planning
Inheritance Tax Planning
Trusts
Taxation Planning

Qualifications:

Advanced Diploma in Financial Planning
Diploma in Financial Planning
Financial Planning Certificate
Certificate in Discretionary Investment Management
Certificate in Life & Pensions
Award in Long Term Care Insurance

AF3 – Pension Planning
AF4 – Investment Planning
AF5 – Financial Planning Process

CF8 – Long Term Care Insurance

FP1 – Financial Planning Certificate
FP2 – Financial Planning Certificate
FP3 – Financial Planning Certificate

G60 – Pensions

J01 – Personal Tax
J04 – Pension Funding Options
JO5 – Pension Income Options

R01 – Regulation and Ethics
R02 – Investment Principles
R03 – Personal Taxation

Kristan Oakley
Kristan OakleyChartered Financial Planner
Office: 01257 260011

Mobile: 07860 239848

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