At Surrey Oaks Wealth Management, we specialise in providing a highly personal and proactive advisory business, which is focused on a ‘Relationship Based’ financial planning philosophy.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
A most reliable and efficient service tailored to meet our needs. We have always been kept well informed and given options for our investments, always found it to be sound advice. We have had pleasure in recommending him to our friends.
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The 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 www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.