Mark Jackson Email & Phone Number

With qualified experience of advising since 2006, I have a broad base to draw on in offering clients peace of mind through a service driven, financial planning relationship. I enjoy assisting and communicating how to achieve financial health, independence and efficiency. I achieve results through proactive attention to my clients changing lives. I do not provide off the shelf (or off the web) solutions but offer you the benefit of a single relationship to meet your financial needs both now and in the future.If I meet or exceed your expectations, I believe that not only will you become and remain a satisfied client but that you will also become an advocate of the service I provide and commitments I make.I provide a wide range of wealth management services to individuals in Central London. My emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.Specialties: • Advanced Tax and Investment Planning• Retirement Planning and pension legislation changes• Trust and Estate Planning• Access to Private Client Banking• Offshore Investment Planning and TrustsTrusts 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 titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.SJP Approved 09/08/2024

Listed skills include Wealth Management, Investments, Strategic Financial Planning, Financial Advisory, and 15 others.