Our advice is personally tailored to reflect the specific needs and objectives that each client brings. One thing all clients have in common is the desire to have their wealth protected, supported and developed. Through our bespoke service we strive to do exactly that, keeping your plans under review so you know that expert assistance is always on hand.
Based in Teesside, we provide wealth management advice to clients in the North East and North Yorkshire. Our expertise covers the broad spectrum of financial planning and will help you and/or your business to:
We will help you throughout your lifetime, we will always put your interests first, and we pride ourselves on our long-standing client relationships.
At the heart of our service is a belief in effective communication to ensure that clients are kept informed of issues that might affect their financial well-being. As such, we regularly publish a range of newsletters exclusively for clients of Red Oak Wealth Management, including a weekly Market Bulletin and quarterly magazine, The Investor.
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.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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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.