Our approach

“Our focus is on you, your objectives and your priorities”

At Surrey Oaks Wealth Management, we specialise in providing a highly personal and proactive advisory business which is based around a ‘Relationship Based’ financial planning philosophy.

Relationship based’ financial planning is best described as a commitment and a promise to provide all clients with a truly personal, dedicated wealth management experience. Unlike many financial advisers, we do not believe in ‘transactional’ based advice, choosing instead to only work with clients that value forging a longstanding relationship, built on trust, exceptional service and attention to your needs and objectives. This in our opinion is the only way to foster the conditions to achieve superior financial outcomes.

How do we achieve this?

  • By obtaining an in-depth understanding of your existing situation, financial goals and priorities.
  • By committing to regular face to face meetings and telephone contact to ensure as your circumstances change, so too does our advice.
  • Continuous review of the financial landscape, legislation changes, market conditions and how these changes can be accommodated within your planning decisions.
  • Access to my email and mobile phone number, so whenever you need to make contact, or ask a question, you will get a quick response.
  • Robust Investment management strategies to aim to achieve superior returns.
  • Guaranteed Advice from a FTSE 100 Company. By working with St. James's Place, all advice is checked to ensure suitability which provides clients with the most reassurance possible in financial services.
  • Bespoke financial modelling software to demonstrate the value of advice and provide real financial insight.

The value of an investment with St. James's Place will be directly linked to the performance

of the funds selected and may fall as well as rise. You may get back less than the amount invested.


Testimonials

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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.
Dennis Taylor