About us
From your first steps to your biggest decisions, we provide advice you can depend on.
Your personalised pathway to financial security.
Based in the heart of Hampshire, Oakpath Financial Planning was founded to provide clear, thoughtful advice that reflects what matters most to each client.
From comprehensive financial planning to specialist Inheritance Tax and estate strategies, our aim is to support clients who value foresight, trust, and genuine long-term advice.
By working with a small number of clients, we’re able to build strong relationships, deliver exceptional service, and be available for our clients as and when they need us.
Our approach is rooted in three principles:
Planning first, solutions later
Foundations before ambitions
Trusted partnerships, lasting relationships
Get to know your financial planner
Nick is a Chartered Fellow and VouchedFor Top Rated adviser. He has written for The Independent, SAGA, and My Money.
As founder and director of Oakpath Financial Planning, his mission is to guide individuals, families, and business owners towards secure financial decisions, helping them stay on track to achieve their personal and career aspirations.
Graham's legacy
A story of resilience, generosity, and the difference financial protection can make when life takes an unexpected turn.
