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Sam Stuart

At Oakland Wealth Consultants we aim to deliver personalised financial advice tailored to your goals. Our approach is client-first, transparent and built around what truly matters to you.

About

At Oakland Wealth Consultants, we’re committed to helping individuals, families, and businesses make confident, informed financial decisions. Founded by Financial Adviser Sam Stuart, our mission is to simplify financial planning and make expert guidance accessible. We offer personalised advice and implement strategies tailored to each client’s unique goals—whether that’s understanding your current financial position, building wealth, planning for retirement, or navigating complex financial areas. We understand that every financial journey is different, and we pride ourselves on building long-term relationships based on trust, transparency, and results.

Our story began with a simple mission: to make quality financial advice more accessible and approachable. After years in the financial industry, Sam saw a growing need for a service that genuinely understood the challenges and ambitions of his clients and set out to create a more personal and client-focused approach to wealth management. Our goal is to be a reliable Partner at every stage of your financial journey—helping you make decisions today that lead to a more secure and fulfilling tomorrow. 

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Advice and services

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

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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.

SJP Approved 27/06/2025

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.

Oakland Wealth Consultants Ltd is registered in England and Wales, Number 16060458. Registered Office: 12 Nurse Road, Wirral, CH61 7XH.