At Surrey Oaks Wealth & Financial Planning Ltd, we specialise in providing a highly personal and proactive advisory business, which is focused on a ‘Relationship Based’ financial planning philosophy.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
SJP Approved 22/11/2023
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.