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Mark Jackson

Senior Financial Adviser & Director

All my clients have reached a point in their life where there is enough complexity in their finances that they have to spend time managing and making decisions. They would much prefer to spend time with their family or concentrating on their work and lifestyle. They are looking for peace of mind and are prepared to delegate that to someone they know, like and trust. They see value in that relationship and can see how it will allow them to progress to that financial peace of mind, knowing there is a steward of their decisions.

In short- you earn it, so I help you keep it and show you how to grow it.

I’ve been a qualified adviser since 2006, with a broad base to draw on in offering clients a service driven, financial planning relationship. I like to focus on helping you to achieve financial health and financial independence, and communicating with you on how to get there.

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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 Cunningham, Investment Manager, Sevenoaks

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

Anja de Jager, FactSet

“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

“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

“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

“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

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

Sally Rushton, MD – Barclays

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