Aaron Oakes

Aaron Oakes Email and Phone Number

Senior Partner and Advising Principal @ Scrimger & Oakes Limited
Durham, GB
Aaron Oakes's Location
Durham, England, United Kingdom, United Kingdom
About Aaron Oakes

Over the last 20 years, I have specialised in offering expert advice in a wide range of important areas including investment planning, inheritance tax planning and retirement planning. As a Director of Scrimger & Oakes, I have now helped a vast number of clients deal with complex estate and trust issues throughout the North of England. I take pride in offering the best possible service to my clients and would welcome the opportunity to speak with individuals or businesses who feel they could benefit from a no obligation financial review.Trusts are not regulated by the Financial Conduct Authority.Scrimger & Oakes Limited 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. Scrimger & Oakes is a trading name of Scrimger & Oakes Ltd. Scrimger & Oakes Ltd.SJP approved 01/11/2024

Aaron Oakes's Current Company Details
Scrimger & Oakes Limited

Scrimger & Oakes Limited

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Senior Partner and Advising Principal
Durham, GB
Employees:
5
Aaron Oakes Work Experience Details
  • Scrimger & Oakes Limited
    Senior Partner And Advising Principal
    Scrimger & Oakes Limited
    Durham, Gb
  • Scrimger & Oakes Limited
    Senior Partner & Advising Principal
    Scrimger & Oakes Limited Jan 2018 - Present
    Chester-Le-Street, England, United Kingdom
  • St. James’S Place Wealth Management
    Director At Scrimger & Oakes, A Senior Partner Practice Of
    St. James’S Place Wealth Management Sep 2000 - Present
    Newcastle Upon Tyne, United Kingdom
    Aaron was invited to join the prestigious St. James's Place Wealth Management in September 2000 after five years of working in Financial Services for the Prudential where he was a General Financial Planning Consultant.Since joining St. James's Place Aaron has developed extensive knowledge in Estate Planning and forged relationships with other expert professional advisers in the field.Aaron aims to deliver commitment by:• Providing personal face-to-face financial… Show more Aaron was invited to join the prestigious St. James's Place Wealth Management in September 2000 after five years of working in Financial Services for the Prudential where he was a General Financial Planning Consultant.Since joining St. James's Place Aaron has developed extensive knowledge in Estate Planning and forged relationships with other expert professional advisers in the field.Aaron aims to deliver commitment by:• Providing personal face-to-face financial advice• Giving you the opportunity to review your financial affairs regularly• Keeping you informed of the latest news and any changes that might affect your personal situation• Listening to your feedback • Ensuring that my dealings with you are sensitive to your needs Show less
  • Prudential Assurance
    Financial Advisor
    Prudential Assurance Jun 1996 - Aug 2000
    Aaron gave general financial and mortgage advice to his client base, enabling him to become one of the leading Financial Advisors in the north of England. The success in this role lead to his move to St James's Place Wealth Management and the continuation of his client relationships.
  • Union Camp Chemicals
    Chemical Analyst
    Union Camp Chemicals Jan 1990 - Jun 1996
    Performed routine chemical analysis in an industrial plant.

Aaron Oakes Skills

Retirement Planning Estate Planning Investments Business Strategy Strategic Financial Planning Strategic Planning Portfolio Management Financial Analysis Asset Management Business Development Inheritance Tax Planning Pensions Life Insurance Asset Protection Wealth Management Financial Planning

Aaron Oakes Education Details

  • Derwentside College
    Derwentside College
    Maths, Physics & Chemistry
  • Stanley Comprehensive School
    Stanley Comprehensive School

Frequently Asked Questions about Aaron Oakes

What company does Aaron Oakes work for?

Aaron Oakes works for Scrimger & Oakes Limited

What is Aaron Oakes's role at the current company?

Aaron Oakes's current role is Senior Partner and Advising Principal.

What schools did Aaron Oakes attend?

Aaron Oakes attended Derwentside College, Stanley Comprehensive School.

What are some of Aaron Oakes's interests?

Aaron Oakes has interest in Mountineer And Keen Golfer, Children.

What skills is Aaron Oakes known for?

Aaron Oakes has skills like Retirement Planning, Estate Planning, Investments, Business Strategy, Strategic Financial Planning, Strategic Planning, Portfolio Management, Financial Analysis, Asset Management, Business Development, Inheritance Tax Planning, Pensions.

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