Director And Financial Consultant
Sdo Wealth Management Ltd
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Steve Oxenham Email & Phone Number
Director and Financial Consultant
at
SDO Wealth Management Ltd
1 work email found
@trinityhousewealth.co.uk
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
SDO Wealth Management Ltd
Role
Director and Financial Consultant
Location
Waltham Chase, England, United Kingdom
Who is Steve Oxenham? Overview
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Quick answer
Steve Oxenham is listed as Director and Financial Consultant at SDO Wealth Management Ltd, based in Waltham Chase, England, United Kingdom. AeroLeads shows a work email signal at trinityhousewealth.co.uk and a matched LinkedIn profile for Steve Oxenham.
Steve Oxenham previously worked as Director & Financial Consultant at Sdo Wealth Management Ltd and Principal at Winchester Hill Financial Associates, A Partner Practice Of St. James'S Place Wealth Management. Steve Oxenham studied at Sutton Grammar School.
Company email context
Email format at SDO Wealth Management Ltd
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{first}@trinityhousewealth.co.uk
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Profile bio
About Steve Oxenham
I have been a financial services professional for over 30 years, providing broad based advice, to business owners, directors, professionals and retired clients, helping them with practical solutions to the financial issues that concern them most.I am now Director of SDO Wealth Management Ltd, where we advise private and corporate clients on their financial planning. For private clients we provide expert advice and effective solutions on all aspects of personal wealth management including, investment planning, retirement planning and estate planning, enabling our clients to build, maintain, and ultimately pass on their wealth as they wish. In the business community we can offer specialist advice and guidance on employee pensions/benefits, as well as shareholder/partnership protection, key-person insurance, corporate investment planning and retirement planning/exit strategies for business owners.Based in Hampshire, our emphasis is on maintaining long-term relationships with our clients and to provide them with a source of trusted advice as their financial needs evolve over the years.Please Note: The value of pensions and investments can fall as well as rise. You may get back less than you invested
Listed skills include Wealth Management, Pensions, Inheritance Tax Planning, Retirement Planning, and 23 others.
Current workplace
Steve Oxenham's current company
Company context helps verify the profile and gives searchers a useful next step.
Sdo Wealth Management Ltd
7 roles
Steve Oxenham work experience
A career timeline built from the work history available for this profile.
Director & Financial Consultant
Current
Sdo Wealth Management Ltd
Sep 2017 - Present
Principal
Winchester Hill Financial Associates, A Partner Practice Of St. James'S Place Wealth Management
Aug 2015 - Sep 2017
Director
Trinity House Wealth Management Ltd
Providing holistic planning, independent financial advice and wealth management solutions to high net worth individuals based on the South Coast and the Isle of Wight.
Aug 2007 - Dec 2014
Director
Aeiow
Development of a new business/brand designed to provide Auto Enrolment/Pensions Reform advice and solutions to the small business community on the Isle of Wight.
Nov 2011 - Dec 2012
Independent Financial Adviser
Hsbc Premier
Feb 2003 - Jul 2007
Financial Consultant
Natwest Bank
Jul 1991 - Feb 2003
1 education record
Steve Oxenham education
-
Sutton Grammar School
FAQ
Frequently asked questions about Steve Oxenham
Quick answers generated from the profile data available on this page.
What company does Steve Oxenham work for?
Steve Oxenham works for SDO Wealth Management Ltd.
What is Steve Oxenham's role at SDO Wealth Management Ltd?
Steve Oxenham is listed as Director and Financial Consultant at SDO Wealth Management Ltd.
What is Steve Oxenham's email address?
AeroLeads has found 1 work email signal at @trinityhousewealth.co.uk for Steve Oxenham at SDO Wealth Management Ltd.
Where is Steve Oxenham based?
Steve Oxenham is based in Waltham Chase, England, United Kingdom while working with SDO Wealth Management Ltd.
What companies has Steve Oxenham worked for?
Steve Oxenham has worked for Sdo Wealth Management Ltd, Winchester Hill Financial Associates, A Partner Practice Of St. James'S Place Wealth Management, Trinity House Wealth Management Ltd, Aeiow, and Hsbc Premier.
How can I contact Steve Oxenham?
You can use AeroLeads to view verified contact signals for Steve Oxenham at SDO Wealth Management Ltd, including work email, phone, and LinkedIn data when available.
What schools did Steve Oxenham attend?
Steve Oxenham studied at Sutton Grammar School.
What skills is Steve Oxenham known for?
Steve Oxenham is listed with skills including Wealth Management, Pensions, Inheritance Tax Planning, Retirement Planning, Investments, Savings, Portfolio Management, and Trusts.
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