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.

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Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Testimonials

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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

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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.

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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.