Oakway Connect

Financial Advice you can trust

Why St. James’s Place?

Much like Oakway Wealth Management, St. James’s Place is synonymous with reliable and expert financial advice, covering all aspects of wealth management.

As you can see from our services section, we can advise you on any aspect of investment planning, protecting your estate, access to specialist banking and mortgages, retirement planning and corporate services.

As a client you will receive a personalised, face-to-face advisory service from Oakway, whilst having access to the St. James’s Place distinctive investment management approach and the backing and reassurance of investing with a FTSE 250 company.

Your home may be repossessed if you do not keep up repayments on your mortgage.

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.

The St. James’s Place Guarantee

Peace of mind for our clients

St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group’s website at www.sjp.co.uk/products

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.

The St. James’s Place Charitable Foundation

Supporting charities through our community

The St. James’s Place Charitable Foundation has been supporting those in need since 1992, making a positive and lasting difference to people’s lives by awarding grants to charities registered in the UK to assist them in the incredible work they do every day. So far, the Foundation has raised and distributed over £100 million to thousands of charities.

About Oakway

Meet The Team

Who We Work With

Get in touch to discuss your goals or to learn more about us

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