Oaksteer provides flexible, board-level operational leadership for ambitious financial services firms.
Whether you're scaling, restructuring, or tackling operational challenges, Oaksteer helps you build the structure, discipline, and resilience to grow without the cost or commitment of a full-time hire.
Founded by Alex Stephens, a Chartered Fellow of the CISI with 13+ years' experience across financial planning, investment management, and platform operations, Oaksteer gives growing firms access to proven COO-level expertise - typically delivering a 50–90% cost saving compared to a permanent executive.
Services:
Fractional COO — Ongoing, part-time operational leadership tailored to your firm
Interim COO — Executive continuity during change, growth, or transition
Operations Consulting — Scoped, outcome-led transformation projects
Non-Executive Director (NED) — Independent oversight with operational depth
Areas of focus:
• Scalable operating models
• Regulatory alignment
• Commercial and strategic execution
• AI, automation and process improvement
• Data, MI and reporting structures
Oaksteer combines strategic thinking with hands-on delivery, helping firms turn operational ambition into reality.
Most engagements are structured outside IR35, and designed for flexibility, efficiency, and measurable value.
Company Details
- Founded
- -
- Address
- Oxfordshire / London, Gb
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.oaksteer.co.uk
- HQ
- Oxfordshire / London
Oaksteer Questions
Oaksteer's website is http://www.oaksteer.co.uk
Oaksteer's LinkedIn profile is https://uk.linkedin.com/company/oaksteer
Oaksteer's industry is
Financial Services
Oaksteer's categories are Financial Services
Oaksteer's founding year is 2025
