Oak & Mason
Step 1 of 7 Saved as you go
Step one · What you fancy

Which one’s caught your eye?

Pick one, both, or “still deciding”. We’ll send a guide that covers all three.

Step two · Done this before?

Have you owned any of this kind of thing before?

Helps us pitch the chat at the right level. First-timers welcome, every answer is useful.

Whisky casks
UK gold
Step three · Rough budget

How much are you thinking of starting with?

A rough range is fine. Helps us send the right examples and pitch the chat at your level.

Step four · How long

How long can you leave it alone?

These are real assets. They take time to mature, and the tax breaks rely on holding through the cycle. We recommend at least three years. Longer is usually better.

Step five · What it’s for

What’s the reason?

Pick as many as feel right, or just one, or skip ahead and we’ll work it out as we chat.

Step six · What else you’ve got

What else are you holding?

Tap any that apply, then a rough size if you fancy. This stays between us and only ever appears in the quote we send you. Helps us suggest a sensible split.

Cash savings
Stocks & shares ISA, or cash ISA
Pension(s) · SIPP, workplace, or personal
Property (beyond your home)
Shares outside an ISA
Crypto
Other physical (gold, watches, art, wine)
Step seven · Last bit

Where do we send your recommendation?

A real person reads this within one working day, then gets in touch. Same person, start to finish. What you tell us stays with us.

Asset(s) Not picked yet
Experience Not picked yet
Budget Not picked yet
Horizon Not picked yet
Reasons Not picked yet
Existing Not picked yet

By submitting, you agree we’ll be in touch about your recommendation. Your data stays with us. UK GDPR compliant. Privacy

All done

Thanks. We've got it.

A real person reads what you’ve sent within one working day, then gets in touch with your recommendation. Same person, start to finish.

Heard nothing after 24 working hours? Drop us a note: admin@oakandmason.co.uk

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