Watch Oak Private Wealth

Our aims are to build and maintain a long-term relationship with clients. We have a large majority whom choose to continue a working relationship indefinitely, appreciating a source of trusted advice as their financial needs evolve over the years. The following examples are an indication of the specialist advice and services that can be provided to you: Pension Fund Analysis Self-Invested Personal Pension Plans Income Drawdown Schemes Small Self-Administered Pension Schemes for Directors Small Self-Administered Schemes (SSASs) Advanced Tax and Investment Planning Trust and Estate Planning Tax-Advantaged Investments Offshore Investments Portfolio Management Cash Flow Modelling Protection Panel, providing cover in the various forms of life, critical illness and disability solutions Specialist Insurance for high value property and businesses 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...