Alexander Smith
Dip PFS
I established Oaksmith Financial Planning in 2021 with the aim of giving my clients – and their loved ones – financial peace of mind.
Having worked as a financial adviser for a number of years within another St. James's Place Practice, I decided to form my own Associate Partner Practice of St. James's Place.
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.
