Oakway Connect

We give you confidence and clarity over your financial decisions

Before we get to know your money, we need to know you and what your relationship is with it. We guide you using goal-based financial planning, so that you have control and transparency when making your financial decisions. You’re invested in your success, and so are we.

First, we help you to consider what is possible, then we support you in achieving it.

 

How We Help

You’ve worked hard to get where you are; We’ll work hard to get you where you want to be.

When we have conversations that burrow deep into what you really want in life, and you emotionally connect with that future, it allows us to focus our advice.

Most people do what makes sense to them. Furthermore, when you can clearly see that something will get you what you want, you tend to do it. We’ll help you clarify what’s possible and how to progress from goals to decisions, and then to action.

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.

How We Work

4 simple steps to achieve your best financial future

Our 4 Step Process
1

Discuss

We start by getting to know you and your goals.

2

Plan

We plot where you are and plan where you want to go.

3

Design

We implement your goals-based financial plan.

4

Review

Life changes, so you need an adaptable financial plan.

Testimonials

“As a practitioner for over 30 years in the financial markets I have very exacting standards in this area and have had to let go of a few advisors prior to appointing Mark. He has now been my advisor for over a decade and is someone I trust implicitly with
mine and my family’s financial affairs. He is highly professional, knowledgeable and importantly is extremely personable and a pleasure to deal with…”

Jeremy Cunnigham, Investment Manager

“Ben has been first class in his approach with how I assess my future saving plans and retirement goals. He’s been both professional and personable over the last 6 years in the advice he’s provided. I have recommended him to others and will continue to do so, and I look forward to working with him in future years as my goals evolve.”

Greg Wiles, Executive Director – Morgan Stanley, Canary Wharf, London

“Having resisted the advances of many IFA’s over the years – kidding myself that I knew best – Matt undertook a complete review of my pension and brought clarity to my financial position.”

Adrian Gray, London.

“When you’re time poor you need to know that your money is working as hard as possible. You need expert & trustworthy financial advice. John and his team have played this role superbly.”

David Mead

“With the ever-changing pension regulations, Mark’s advice and help has been invaluable.”

Anja de Jager, FactSet

“Consistently professional in their delivery of what is evidently well researched and considered advice. The service is very attentive and helpfully responsive when required.”

David St. John

“Having worked with John since 1997 I’m confident that my various arrangements are being actively managed and can rely on John to bring new and relevant ideas to my attention when appropriate.”

James Weatherstone

“Mark and his team worked extremely hard to assess my options, and recommended not to make any changes, which meant he earned no income for his efforts. This demonstrated Mark’s integrity.”

John Moorcroft, IT Consultant, Ightham, Kent

“If you are looking for high quality financial advice, with a personable approach tailored to your availability and needs, Mark provides it.”

Mark Carey, Group CFO – Mabey Holdings Limited

“We have been very happy with the level of support and communication about our personal finances provided to us by Matt Cross and SJP for a number of years.”

Melanie Aust and Paul Fordyce

“Mark and the Oakway Wealth Management team provided me with information to make a well-informed decision on my strategy for both pension and investments.”

Nick Sumption, Strategic & Operational Director – Sumption Solutions Limited

“John provides financial advice in a clear & detailed manner. Regular review meetings provide valuable reassurance and comfort that the planning continues to be relevant.”

Richard Beard

“Mark Jackson was recommended to us by a trusted friend and it turned out to be a valuable introduction. From our first meeting, we felt we could trust and rely on Mark and his team, and they also helped us align as a couple of our financial matters. We felt they were interested in finding out what was important to us and in helping us achieve the best return on our pensions…”

Kirshen Rundle

“Mark is extremely personable. He took time to understand our requirements and then helped consolidate our portfolios as well as plan for the future. I’d recommend him without hesitation.”

Rebecca Ford Johnson, Executive Coach & Business Consultant

“Having worked with Mark since 2011, I have received and developed great clarity in financial planning for my family.”

Sally Rushton, MD – Barclays

“Mark takes the time to understand our objectives and concerns, ensuring that our conversations and actions are tailored to our specific needs which provides a great deal of comfort to me and the family. I would place Mark and Oakway WM at the top of the list when selecting an advisor as he and the team provide a first class professional service.”

Jeremy Cunningham, Investment Manager

“Mark is very professional, focused, knowledgeable and took the time to understand what is important to me. I wish I’d met Mark sooner in my life to help me streamline my finances.”

Simona Stoytchkova, Director – Relationship Management Prime Clearing Services at Société Génér

“Mark is a true expert in his field and I trust his advice. I would certainly recommend Mark for advice or help in managing or creating a new wealth strategy for yourself or for your company.”

Sophie Bullock, Director and Office Head – Aston Knowles Chartered Surveyors and Estate Agents

“John Finnegan and his team have been advising me for many years and has helped to simplify my financial arrangements saving me significant amounts of time and effort.”

Tim Fillingham

“Mark and his team also helped several friends and family members because we are so confident in recommending Oakway. We look forward to our calls in the way we’d look forward to catching up with friends. The way Mark has driven things forward to be ahead of the curve in new ways of working, especially since the COVID pandemic, has been impressive and added another layer to our feelings of trust.”

Kirshen Rundle

The Latest

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