Meet our advisers

Nitin Oza

Nitin Oza

Nitin Oza B.Com, DipPFS

Independent Financial Adviser

About me

I enjoy helping families achieve their goals and aspirations, combining a common-sense approach with sound holistic financial planning. Being a father of two grown-up children, I understand the importance of financial planning for the family for various life events. With more than 20 years of experience in the financial sector, I have the expertise to take my clients through the journey of accumulating wealth to succession planning for their next generation in a friendly and empathetic manner.


The Midlands