Welcome to Blue Oak
Bespoke financial planning for UK expats
A global team, focused on you.
We are an international financial advisory consultancy. Our reach is global, but our focus is personal. We work with established institutions to provide independent advice to expats, helping them manage their wealth and plan for the future.
We put you at the centre of the strategy. Tailoring our service to your individual circumstances to make your money work harder, to protect your assets and to future proof your finances.
Experienced specialists.
With over a decade of experience working in the international market we have the specialist knowledge and contacts to support your wealth management and growth. Whether it be retirement planning, saving for the future, or navigating tax-efficiencies, our expert advice can help with long-term strategies or short-term investments.
And thanks to our global experience we can help you understand country-specific regulations wherever you next move takes you.
Clear, transparent advice from global financial experts with a focus on you. Our friendly and approachable team is ready when you are.
Find our more about Blue Oak
Who are Blue Oak?
We want to offer the best impartial advice to UK expats. Working as a financial partner to develop plans and strategies that will help our clients, wherever they are in the world, to make the best decisions for their future.
We work alongside some of the biggest and internationally recognised household names within the financial services sector. Take a look at some of our partners.
We are always on the lookout for enthusiastic, confident and knowledgeable people to join our team. Want a career with Blue Oak Partnership? Send your CV and a brief cover letter to: careers@blueoakpartnership.com
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Our Partners
What Our Clients Say…
“I was introduced to the Blue Oak Partnership through a friend of mine and was immediately impressed with their setup and level of expertise. Their knowledge when it comes to pensions is second to none and I will definitely be recommending them to other expats.”
“I can’t recommend the services of Blue Oak highly enough. They helped consolidate my pensions and also my wife’s pension and are always on hand to offer us the best advice when called upon. They are a pleasure to work with.”
“I needed help to better understand my finances, ensuring I was maximising all benefits as life as an expat.
The team at Blue Oak have been the support I was looking for. Friendly and approachable and with excellent knowledge of the industry.”
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