We are a family run, experienced but young, advisory business specialising in providing a highly personal, proactive and ‘evidenced based’ financial planning consultancy. We are passionate about what we do and believe the best financial outcomes are achieved by forging long standing, collaborative relationships with our clients, rather than offering a product based, transactional service.
Financial Planning can be likened to building a jigsaw puzzle – ineffective financial planning can be likened to building a jigsaw puzzle without knowing what the picture looks like. Our focus is to help clients both design the picture and set the course of action to build it in a timely fashion, adapting and redesigning, where necessary, along the way.
Superior client outcomes and a highly personal service is our primary aim, as our business growth has been built over the last 14 years, almost entirely, through client referrals.
What you can expect from Surrey Oaks Wealth Management? As a Partner Practice of St. James's Place (A FTSE 100 company), we are able to spend all of our time focussed on our clients planning decisions, tax and investment considerations, whilst St. James's Place focus on the due diligence, research and development, compliance and investment analysis. This ensures clients benefit from a dedicated adviser/client relationship with Surrey Oaks, alongside the reassurance that the products, services and investment decisions are being selected and managed by St. James's Place. We believe that being representatives of St. James's Place achieves the best possible outcomes for our clients.
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.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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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.
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.