Samit Patel
MSc, BSc, APFS
I’m a Chartered Financial Planner who has worked in financial services since 2015, helping clients make confident decisions through holistic, goal-based planning. My approach brings clarity, structure, and long-term focus to every stage of your financial journey.
About
Oakwood Financial Planning is dedicated to providing holistic financial advice that empowers clients to make confident, well-informed decisions about their future. By taking a comprehensive view of each client’s goals, lifestyle, and long-term aspirations, we craft tailored strategies designed to support financial wellbeing at every stage of life. Our approach blends clarity, expertise, and genuine partnership, ensuring that every client receives thoughtful guidance and long-term support as they build lasting financial confidence.
Advice and services
We offer an excellent wealth management service which will help you achieve your goals
Addresses
More about St. James's Place
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 14/05/2026
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.
