Welcome to Oakwood Capital Wealth Management Ltd
At Oakwood Capital Wealth Management Ltd we understand that trusting someone with all areas of their finance is not something to be taken lightly.
That’s why we work with you to make it as easy as possible to understand the available options and reduce the stress in managing your personal finances. Together we document your needs and objectives, and then through bespoke and dynamic advice put in place a financial road map which will help you and your family to achieve your future financial goals.
We're based in Loughborough but service clients from all over the UK and specialise in those who are still in their working life, including business owners, company directors, contractors and high earning individuals.
What we do
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
Promotions
SJP Approved 17/04/2024
The Partner Practice 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) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
