Home › Financial Planners › Kristan Oakley
Based at
Position
Serving clients in
Manchester, Oldham, Rochdale, Saddleworth, Stockport, Cumbria, Greater Manchester, Yorkshire
Kristan Oakley
Associate Director, Chartered Financial Planner
The vast majority of Kristan’s clients have been with him for a number of years. He has a passion for looking after their financial planning needs through whatever twists and turns their lives take, and to help them build, protect, enjoy and ultimately pass on the wealth they have worked hard to save. He particularly enjoys employing his tax-planning experience to help clients minimise their tax burden, always with the emphasis on simplicity and safety.
Additionally, Kristan has a great deal of experience working both with and within accountancy firms and recognises the benefits this approach can bring, not least to clients. He is keen to develop opportunities for business growth working with accountants to bring a more holistic service to their clients.
Outside of work, Kristan enjoys spending time with his young family, and when time allows, blowing away the cobwebs with triathlons and mountain bike racing.
Expertise in
Talk to Kristan, call Amber River True Bearing today
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Find out more about Kristan and our North West team
Our Amber River True Bearing team includes Chartered Financial Planners who look after clients right across the North West, and beyond. We welcomed them to the Amber River Group in 2020.
What our clients say
S Hughson
I find Mr Sutherland to be professional, knowledgeable, intelligent and with a great range of product information. He obviously knows his stuff as my pension is working well and continues to grow. He communicates well and his bi-annual meetings are fun, chatty, informative and when he leaves, I always feel financially energised.
I find Mr Sutherland to be professional, knowledgeable, intelligent and with a great range of product information. He obviously knows his stuff as my pension is working well and continues to grow. He communicates well and his bi-annual meetings are fun, chatty, informative and when he leaves, I always feel financially energised.S Hughson
Mr & Mrs E
Thank you so much for all your help. As you know, this has been a very troubling time for us but your care and professionalism have helped us deal with our difficulties. You have guided us through our legacy planning with compassion and your expertise has been invaluable. The help and assistance from the whole team at True Bearing has been first rate.
Thank you so much for all your help. As you know, this has been a very troubling time for us but your care and professionalism have helped us deal with our difficulties. You have guided us through our legacy planning with compassion and your expertise has been invaluable. The help and assistance from the whole team at True Bearing has been first rate.Mr & Mrs E
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