Oakway Connect

A wealth of experience

It’s important that you have a financial adviser that really understands you and your financial goals.

Find out more about the Oakway Wealth Management team of financial advisers and support staff below.

Mark Jackson

Senior Financial Adviser & Director

John Finnegan

Senior Financial Adviser

Ben Whitehouse

Financial Adviser

Matt Cross

Financial Adviser

Simon Booth

Financial Adviser

Lili Rosello

Practice Manager

Laura Day

Executive Assistant

Neil Bhatt

Operations Manager

Hiren Nandha

Paraplanner

Sam Narici

Paraplanner

Reece Jones

Paraplanner

Marianne Phelps

Internal Marketing

Eden Wyper

Marketing Consultant

“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.

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

Anja de Jager, FactSet

“Mark is thoughtful about asset allocation and about financial planning. He encourages me to be the same.”

Anonymous, 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

“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

“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

“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

“The Oakway Wealth Management team’s knowledge of ever-changing markets and personable approach made the daunting task of investment seem straight forward. I would highly recommended their financial adviser services to other business owners, and individuals looking to plan for the future.”

John Storton, MD – Yellow Spider Media Marketing Consultants

“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

“Detailed advice for my pension requirements. Aware of market trends and always available if I have a question on wealth management matters.”

Martin Aubrey, Institutional Trader – Valbury Capital

“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

“I wanted to invest my money with someone who would understand my financial goals for the medium and long term future. I’m impressed with the expertise, knowledge and focus.”

Omar Akram, Chief Operating Officer – Proco Global Group

“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

“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 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

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

Sally Rushton, MD – Barclays

“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

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