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FCA REGISTER LINK? VIEW HERE
FCA NUMBER? 786349
FCA REGISTERED? YES
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A BIT MORE INFORMATION ABOUT Silver Oak Financial Solutions
As Associate Partner Practice of the highly successful St. James’s Place Wealth Management, we offer expert advice in a wide range of important areas including investment, inheritance tax, pension planning, and protection. We strongly believe in providing a high level, trusted service to all clients and we are fully aware that financial planning can be confusing at the best of times. We will help you to meet your financial objectives and plan for the future with confidence and optimism. We work closely with all our clients and believe in keeping them regularly updated with financial and economic news. Whether this means meeting regularly, or sending out bulletins, magazines and other relevant information, or attending one of my client events, we will meet each individual client’s own requirements.
The Associate 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 titles 'Associate Partner' and 'Associate Partner Practice' are marketing terms used to describe St. James's Place representatives.