We give you confidence and clarity over your financial decisions
First, we help you to consider what is possible. Then, we support you in achieving it.
We guide you using goal-based financial planning, so that you can have control and transparency when making your financial decisions.
Oakway Wealth Management is a team of experienced, client-centric people who believe in providing a truly personalised financial route map.
We manage the investments and finances of individuals, trusts and businesses, using our years of experience to provide the support you need to not only maintain, but also increase your wealth.
All of our financial advisers and staff believe in putting you first, guiding you so that your financial objectives will be matched to investments and products that mirror your values, but most importantly, give you financial peace of mind.
The value of your investment can go down as well as up. You could get back less than you invested.
Trusts are not regulated by the Financial Conduct Authority.
Oakway Wealth Management Ltd. 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). The title 'Partner Practice' is a marketing term used to describe St. James's Place representatives.
SJP Approved 23/05/2025
Company Details
- Employees
- 11
- Founded
- -
- Address
- 30, Lombard Street,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- oakwaywm.co.uk
- Keywords
- Wealth Management, Advanced Tax Planning, Investment Planning, Retirement Planning and Pension Legislation Changes, Wealth Protection, Trust and Estate Planning, Access to Private Client Banking, Offshore Investment Planning and Trusts.
- HQ
- LONDON, London
- Competitors
- St. James’s Place, Beck Wealth Management Ltd, JPS Wealth Management Ltd, Edenwood Wealth Management, Designer Wealth Management, Satis Wealth Management, Elmstone Financial Planning, Vine Wealth Management Ltd, Hall & Gertski Wealth Management Ltd, Senior Partner Practice of St. James's Place, Huke Wealth Management Ltd.
Oakway Wealth Management Ltd, Senior Partner Practice Of St. James's Place Questions
Oakway Wealth Management Ltd, Senior Partner Practice Of St. James'S Place's website is oakwaywm.co.uk
Oakway Wealth Management Ltd, Senior Partner Practice Of St. James'S Place's LinkedIn profile is https://uk.linkedin.com/company/oakwaywm
Oakway Wealth Management Ltd, Senior Partner Practice Of St. James'S Place has
11 employees.
View email and phone details for 11
employees at Oakway Wealth Management Ltd, Senior Partner Practice Of St. James'S Place.
Oakway Wealth Management Ltd, Senior Partner Practice Of St. James'S Place's industry is
Financial Services
Oakway Wealth Management Ltd, Senior Partner Practice Of St. James'S Place's top competitors are
St. James’s Place,
Beck Wealth Management Ltd,
Jps Wealth Management Ltd,
Edenwood Wealth Management,
Designer Wealth Management,
Satis Wealth Management,
Elmstone Financial Planning,
Vine Wealth Management Ltd,
Hall & Gertski Wealth Management Ltd, Senior Partner Practice Of St. James's Place,
Huke Wealth Management Ltd.
Oakway Wealth Management Ltd, Senior Partner Practice Of St. James'S Place's categories are Financial Services
Oakway Wealth Management Ltd, Senior Partner Practice Of St. James'S Place's founding year is 2008
