Black Oak Advisory Ltd

Black Oak Advisory Ltd is an independent advisory firm specialising in bespoke pension, tax and estate planning and mediation services. The company serves corporate and private clients, offering pension advisory services, auto-enrolment trustee advisory services, technical guidance for advisors, tax and estate succession planning, executor support services, and advocacy. Its mediation services cover pension disputes, family business mediation, estate mediation, and elder care mediation. The firm states that it provides truly independent advice, free from the influence of product sales, and describes its values as integrity, innovation, professionalism, empathy, advocacy, and passion. It is committed to putting clients’ needs first and acting as advocates, protectors, and partners.