Mark Smallwood

Mark Smallwood

Oak Wealth Planning

Minimum savings/pensions: Over £100,000

0330 038 8938
Based in Milton-Keynes
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Verified since: September, 2023

5 out of 5

94 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 06 April 2025

    Mark is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Mark's status

  • 1

    Recent Client Reviews

    Verified reviews: 100%

    Mark has received 1 client review in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 20 January 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 3

    Qualifications Uploaded

    3 qualification certificates available to view

    Mark has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Mark has provided information on their typical fees

    Mark has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 11

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Mark

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Mark (based on 11 first impressions)

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 06 April 2025

    Mark is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Mark's status

  • 1

    Recent Client Reviews

    Verified reviews: 100%

    Mark has received 1 client review in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 20 January 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 3

    Qualifications Uploaded

    3 qualification certificates available to view

    Mark has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Mark has provided information on their typical fees

    Mark has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 11

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Mark

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Mark (based on 11 first impressions)

I help clients by advising on savings, investments, insurance, mortgages, pensions and overall financial planning. It is very important to me to explain these sometimes complex financial areas in a clear way to help clients make informed decisions. I offer a free initial consultation to all my clients to assess how I can help. It is then crucial to me that I can demonstrate how I can add value, build trust and help clients achieve their goals through the implementation of advice. Outside of work I enjoy spending time with my partner and 6 year old daughter in the local countryside and keeping fit.

Offers available through VouchedFor

Contact Mark through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Mark's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

Household income

Mortgage value

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Clients' level of financial expertise

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