Welcome to Oakway Wealth Management
Aligning your money with what's important to you....
Be that saving more, retiring early, protecting your income or leaving a legacy for your family; we want to know what’s important to you.
Before we talk about money, we need to get to know you and your relationship with it. We guide you using goal-based financial planning, to give you confidence and clarity over your financial decisions.
First, we consider what is possible, then we support you in helping to achieve it. By helping you to commit to a vision that is integrated into a financial plan, we can put our insights into action, and you can spot opportunities – and act on them.
Get in touch to see how our four simple steps can help you to achieve your best financial future.
What we do
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
Promotions
SJP Approved 18/12/2024
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.
