About Us

Partners

Karen Miles BSc (Hons) ACII Dip PFS
Karen Miles has been involved in the financial services industry since 1986. She is an Associate of the Chartered Insurance Institute and is a Chartered Insurer. Karen has extensive experience in some of the most technical areas of financial planning.… Read More

Claire Heritage Dip PFS
Claire Heritage has worked in the financial services industry since 1985. Claire holds the Diploma in Financial Planning. Claire's experience provides clients with an adviser who cov­ers comprehensive advice across the whole spectrum of financial planning,… Read More

Dave Gifford Dip PFS
Dave Gifford joined Standard Life in 1977 and worked for them in a management position for 18 years, before moving into the IFA sector. Dave has a wealth of industry experience and a high level of technical expertise in pension related matters. Dave also… Read More

Associates

David Taine Dip PFS
Originally from New Zealand, David began working in Financial Services soon after arriving in the UK in 1987. For many years he was a senior manager at Deloitte, responsible for their financial services division for East Anglia and with a senior role… Read More

Paul Davey
Paul joined Oakwood Asset Management in November 2018 and has over 35 years’ experience in the Financial Services Industry, holding the Diploma in Financial Planning. Having started his career with Prudential in 1985, Paul worked with a number of financial… Read More

The Team

Mark Pocock
Mark joined Oakwood in December 2019 and has been in the Financial Services industry since 1989.  Mark previously worked for two insurance companies, dealing with pensions and investments, before joining an adviser firm as office manager. Mark has achieved… Read More

Tina Oakes
Tina has worked her entire career in Financial Services, over 20 years was spent working for two major Insurance Companies covering Life, Pensions & Investment products in administration, technical, adviser support & managerial roles. In 2006 Tina joined… Read More

Jane Cole Dip PFS
Jane joined Oakwood in November 2022 and has over 20 years experience in the Financial Services industry. Jane holds the Diploma in Financial Planning and enjoys helping clients understand how they can reach their financial goals. When not in the office,… Read More

Anne Gifford Dip PFS
Anne has over 25 years experience in the financial services industry. After working for a large insurance company for many years providing support for financial advisers, Anne joined an IFA and became a Paraplanner in 2006. Since completing her Diploma… Read More

Janice Whittaker
Janice has a wealth of Financial Services experience starting her career 42 years ago. After 15 years’ service with a leading life and pension provider, Janice changed career direction in 2005 staying within financial services  but joining the IFA side… Read More

Tracy Llewellyn
Tracy joined Oakwood in February 2021.  She was previously a full-time tennis coach but has an office background with a Large Corporate London firm of solicitors and Chambers of Law.  Her hobbies include tennis and yoga. Read More

Sharon Burton
Sharon joined Oakwood in October 2015 after taking a break from working for a couple of years due to family comittments. She has many years of experience in the admistration of life insurance products with a well known UK insurance company. Sharon has… Read More

Sarah Harris
Sarah joined Oakwood in 2011, already having 6 years of experience in financial services. Since joining, Sarah has been building on her knowledge of the industry and is committed to gaining her Certificate in Financial Planning. Outside of the office… Read More

Jemma Garner Cert PFS
Jemma has worked in Financial Services for over 19 years. She has worked with 2 major Life and Pension Providers in various roles ranging from support administration, managerial to more recently Client Relationships. In 2012 Jemma changed career direction… Read More

Gail Thomas Cert PFS
Gail joined Oakwood Asset Management in January 2017 having worked in Financial Services for over 30 years.  She has provided administration assistance at both individual plan holder level and at fund level for 3 international insurance and investment… Read More

Pat Digby
Pat has worked in Financial Services for over 35 years, 20 of which working for a major Insurance company, managing, and leading teams processing Pension, Life & Investment business. She joined Oakwood in 2018, providing support to the advisors and managerial… Read More

Nick Bridges BA (Hons) ACII DIP PFS
Nick graduated from Nottingham University in 2008 and has worked in the financial services industry since then, originally as an underwriter for Lloyd’s syndicates in both London and Singapore. Nick lives in East London with his wife and young daughter,… Read More

Sam Walford
Sam joined Oakwood in January 2022 after completing a degree in Economics with International Finance and Banking at Nottingham Trent. He is currently working towards his Diploma in Financial Planning. Outside of work, Sam enjoys travelling, CrossFit and… Read More

Alex Longthorpe
Alex joined Oakwood in October 2020 after working at Chase de Vere.  Alex is working towards completing his Diploma in Financial Planning. Outside of work, Alex used to be a keen tennis player and enjoys going to the gym. He also loves travelling the… Read More