Senior Partner with WB Wealth at St James’s Place

St. James's Place Wealth Management is one of the UK’s leading wealth management organisations. As a company we specialise in delivering quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management.THE TAILORED SERVICE OAKWOOD WEALTH PLANNING WILL PROVIDE TO YOU INCLUDES:• Face-to-face review meetings•… Show more St. James's Place Wealth Management is one of the UK’s leading wealth management organisations. As a company we specialise in delivering quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management.THE TAILORED SERVICE OAKWOOD WEALTH PLANNING WILL PROVIDE TO YOU INCLUDES:• Face-to-face review meetings• Availability to speak on the telephone between review meetings to discuss any financialmatters important to you as your needs change over time• Regular financial communications tailored to you and your interests• Correspondence and literature that is clear and easy to understand• Clarity and guidance in all aspects of your financial wellbeing Show less