At Oaksmith, we take a holistic approach to financial planning, which means looking beyond specific aspects of your financial life (e.g. pension planning) and seeing the bigger picture of your goals, aspirations and dreams. We believe a good Financial Adviser will get to know you as well as your loved ones do. 

As part of our service, you’ll also have access to trusted specialists who can advise you on a wide range of other services, including will-writing, tax advice, legal services, portfolio management services, specialist insurances and corporate lending.*

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select, and the value can therefore go down as well as up. You may get back less than you invested.

*These may involve the referral to services that are separate and distinct to those offered by St. James's Place. Wills are not regulated by the Financial Conduct Authority.