An Associate Partner Practice of St. James's Place Wealth Management

Frances Ford

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
• 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.
Frances Ford

48 First Oak Drive, Clipstone Village, Nottinghamshire, NG21 9FT

9am to 5pm
9am to 5pm
9am to 5pm
9am to 5pm
9am to 5pm

Advice & Services

We offer an excellent wealth management service which will help you achieve your 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 mortgages 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.
Here to support you and help to provide peace of mind in this uncertain time.
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.

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.

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 The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Frances Ford
Major Oak Wealth Management