Oval Wealth Partners, Partner Practice of St. James's Place Wealth Management

Company

Oval Wealth Partners, Partner Practice of St. James's Place Wealth Management

Financial Services United Kingdom 1 employees

Employees: 1
Contacts: 1
Emails: 1

ovalwealthpartners.co.uk LinkedIn

Oval Wealth Partners, Partner Practice of St. James's Place Wealth Management Overview

Headquarters: United Kingdom
Website: ovalwealthpartners.co.uk
Industry: Financial Services
Employees: 1
Founded: 2014
Funding: ,
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Wealth Management Wealth Protection Retirement Planning Investment Planning Protection Planning Business Investment and Protection

About Oval Wealth Partners, Partner Practice of St. James's Place Wealth Management

At Oval Wealth Partners, our overriding objective is that our clients know their wealth is a source of comfort particularly at the pivotal moments in their lives. It is at those major milestones or events in a person’s lifetime when their wealth should work for them rather than be a source of concern. Through working with our clients to determine their financial planning objectives and subsequent acting on those needs, they see the tangible value of expert advice. Oval Wealth Partners 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 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. Oval Wealth Partners is a trading name of Heberden Wealth Management LLP. SJP Approved 19/05/2025