Celebrating Employee Ownership with The Oak Investment Partnership


The Oak Investment Partnership is an independent, employee-owned wealth management and financial planning company. Founded in 1992 and majority owned by an employee owned trust since 2013.

The company’s aim has always been to build relationships on understanding and trust over the very long term with both clients and employees, known as Partners.

Employee Ownership is a natural part of their approach to employee relations ensuring Partners work in a motivational, fulfilling and fun environment encouraging them to develop their full potential.

Since becoming employee owned, the The Oak Investment Partnership has enjoyed significant growth.


If you would like to explore how employee ownership might be introduced in your company, please contact us for an initial discussion.

We are happy to meet at our offices without charge or commitment and will be very pleased to hear from you.