Based in the Sherwood Forest area of Nottinghamshire, we provide bespoke financial planning advice to individuals and businesses in and around the Midlands. You as the client, your family and financial objectives are firmly at the heart of everything we do.
Major Oak Wealth Management was established in 2017 when I accepted an invitation to join St. James's Place Wealth Management as an Associate Partner Practice. Prior to this, I spent 6 years working in independent financial advice practices. Before joining the financial services industry, I studied Law with the Open University while I worked part time in a Financial Adviser’s Practice. Originally planning to be a Solicitor, but enjoying working in financial advice, I decided to change my path.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth. These include but are not limited to Lifetime cashflow planning – understanding how you might achieve your financial goals, Planning for retirement – are you saving enough, and are your pensions best placed? Planning at retirement – helping to put in place the best income strategy for you, Building a new investment portfolio, Review of your existing investments – are they best placed to achieve your goals? Maximising the tax efficiency of your investment portfolio, Protecting your assets and your family – planning for security in the event of unexpected death or illness, and Mortgages – both new mortgages and remortgages.
If you are looking to seek advice on anything not mentioned above, please do not hesitate to call us to see if we can help – the chances are, we can!
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.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.
We offer an excellent wealth management service which will help you achieve your goals
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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.
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.