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:
- Grow wealth, specifically through our distinctive approach to investment management;
- Preserve assets for long-term financial security;
- Adequately protect assets from potential threats;
- Effectively manage capital and borrowings.
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.