A Partner Practice of St. James's Place Wealth Management

Nine Oak Financial Management

Darren Smith

DipFA
I am proud of the service I provide to my clients. I do not provide products for sale, I provide advice. I also help in financial affairs and I provide access to a continuous trusting relationship.

About

At Nine Oak Financial Management, we establish trust and apply valuable knowledge when advising on complex areas such as Investment Planning, Inheritance Tax Planning and Protection.

We believe there are 2 main factors to deliver a service which our clients have come to expect, trust and knowledge. Prior to completing any financial transactions with our clients, it is our intention to ensure they trust us implicitly. We will not misplace or abuse this trust and always provide sound financial advice which we will always uphold.

Based in Newcastle and Durham, I provide wealth management advice to clients within these cities, and more widely throughout the North East of England and North Yorkshire.

I commenced my career as a Financial Adviser at the age of 20 and as the years progressed I gained valuable life and career experience whilst working for Legal & General and Lloyds Bank, together with being involved in a successful start-up company.

I have to remain up to date with an ever changing industry and ensure the information I provide to my clients is correct, which is why I am qualified to Diploma level and currently working towards Chartered status, which is a qualification in excess of industry requirements.

I am a proud father of two girls, Ellissa and Mia which as most parents will agree does not leave much time for anything else. However, on the off chance they will provide me with a pass for a few hours I very much enjoy Formula 1 and play golf on occasions for the entertainment or amusement of others.

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.
Darren Smith

18 Enterprise House, Team Valley Industrial Estate, Gateshead, NE11 0SR

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

We'll help you find the right investments so you can achieve your financial goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgage broking and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
Planning for the tax year-end
Whether it’s planning your investments or your legacy, now is the time to act before the tax year-end deadline on 5 April.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.
Darren Smith has always provided me with both comprehensive & comprehendible financial advice. He has also been very responsive to any questions or concerns I have had. I would not hesitate to recommend him to others & indeed have done so on a number of occasions.
Name Supplied | Retired, Gateshead
I like dealing with Darren on any level, business or domestic advices. Very easy to talk to. Great listener. Intimately familiar with the problems of being a working man and a family man. If anyone ever asks to recommend a financial adviser, he's the first name I will mention.
Mark Blackbourne
He listened to all our objectives during our recent financial review. He provided us with sound advice to meet our needs. He was professional and knowledgeable of all our issues we enquired about. As a result of his input and support, we are more financially secure in the short, medium and long term. Can't thank him enough and would have no hesitation recommending him to anyone wanting financial and wealth management advice. Wish we'd only met him earlier........!
Scott Beat | Healthcare Inspector, Gateshead
I have been very impressed with the service and advice given by Darren and I have already recommended St. James's Place and Darren to family and colleagues.
Wilfred Waugh | Technical Director, Chester-le-Street
Darren couldn't be more helpful. He went above and beyond my expectations with regards to my financial well being. Nothing was too much trouble and he was contactable at anytime regardless of his family commitments. A gentleman and true professional. Pleasure to do business with, would not hesitate to recommend him to family and friends.
Les Crann | Train Guard, Chester-le-Street
The service and one to one support I received was exceptional. Sound and trustworthy advice and always put my interests first. I would not hesitate in recommending him to anyone.
Emma Riley | Assistant Accountant, Gateshead
Darren has recently provided me with invaluable financial advice, without putting me under any pressure to make a quick decision. He was extremely knowledgeable but also compassionate, in my experience a rare quality when negotiating your financial affairs. Darren went above and beyond to make enquiries on my behalf, treating my financial situation as well as he would his own. I would recommend Darren to prospective clients without any hesitation.
Name Supplied | University Senior Lecturer
Darren provided me with valuable advice without over complicating the matter. I was expecting some pressure to proceed with recommendations, however I couldn’t have been more wrong. He was patient, informative and provided a fantastic service. I have used Darren for many years and call him regarding any financial matter.
Andrew Howells | Retired Teacher

Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £93 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

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.

Darren Smith
Nine Oak Financial Management