Simon Booth Email & Phone Number

I have worked in financial services for over 20 years and provide holistic financial advice to private clients, and successful business owners to help them achieve their financial objectives. My philosophy is to always focus on the individual at the heart of the advice process. I believe that the key to great financial planning is to truly understand a client’s objectives to help them achieve the things that are most important to them.In providing financial holistic wealth management, my advice covers all areas including investment planning, retirement planning and protecting your assets. When the need arises I work closely with leading legal and tax specialists to ensure my clients receive the best advice possible. 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 St. James's Place Partnership' and the title `Partner Practice' is the marketing term used to describe St. James's Place representatives. SJP Approved 30/04/2024

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  The University Of Manchester

  Economics