About

From VAT reclaims on energy bills, to Climate Change Levy refunds and energy cost reduction strategies

We work closely with care providers, charities, sports venues, residential housing groups, and student accommodation providers across the UK, ensuring they access the full benefits available to them.

Whether it’s reclaiming overpaid levies or sourcing the best solar panel solution (without installing them ourselves), Oak Advisory handles the heavy lifting — so you don’t have to.

Our Services

  • Many organisations are unknowingly overpaying VAT. We identify and reclaim those funds quickly and efficiently. Learn how.

  • We’ll check your eligibility and handle all the paperwork to secure refunds on CCL charges where applicable.

  • We assess your current usage and supply to find more cost-effective solutions, including renewable options.

  • While we don’t install solar panels ourselves, we work with a trusted network of installers to match your business with the best solution — including flexible payment plans tailored to your financial needs. Learn how.

  • We Do the Work for You

From the initial assessment to submitting claims and managing third parties, we take care of the entire process.

  • Independent, Impartial Advice

We’re not tied to any one provider, so our recommendations are always in your best interest.

  • Flexible Payment Options

We offer a range of payment models, including contingency-based fees — meaning we only succeed when you do.

  • Specialist Sector Knowledge

We understand the unique challenges faced by care homes, charities, and educational or residential facilities — and we tailor our services accordingly.

Why choose Oak Advisory?

We start by understanding your business and energy profile. Then, we identify areas where savings or refunds can be made, and act swiftly to secure them — often with no upfront cost.

Our clients value our straightforward, transparent approach and the meaningful impact we have on their bottom line.

Our Approach