Dipesh Shah

Dipesh Shah

Oakdale Financial Services Ltd

Minimum savings/pensions: Over £50,000

0208 166 7217
Based in Pinner
View location

Top Rated 2025
Verified since: January, 2021

4.8 out of 5

132 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 11 December 2025

    Dipesh and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 12

    Recent Client Reviews

    Verified reviews: 100%

    Dipesh has received 12 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 02 February 2025

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • Qualifications Uploaded

    Qualifications not yet added

    Dipesh has not yet added their qualifications to their profile

  • Transparent Fees

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    Dipesh has not yet added their fees to their profile

  • 16

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Dipesh

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Dipesh (based on 16 first impressions)

I have worked in financial services for over 13 years and provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most. My advice covers all areas of wealth management, including, retirement planning, wealth protection, savings and investment planning. As a Partner Practice of St. James's Place Wealth Management based in Stanmore, my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 20/02/2025