About us
From your first steps to your biggest decisions, we provide advice you can depend on.
Based just outside Guildford, we provide trusted financial planning and advice to individuals and families across Surrey and Hampshire, including Farnham, Alton, Alresford, and Winchester. While many of our clients are local, we also work with families throughout the UK.
We built our business around a simple belief: great advice starts with great relationships. By taking the time to truly understand our clients, we’re able to provide a personal service that is responsive, attentive, and tailored to their individual needs.
Our approach is rooted in three principles:
Personal by design
Planning over products
Long-term partnerships
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, Nick works closely with his clients, providing trusted guidance to help them navigate life’s financial decisions and build a secure future.
Graham's legacy
A story of resilience, generosity, and the difference financial protection can make when life takes an unexpected turn.
