About Stephen Holmes

Stephen Holmes

BEng (Hons) APFS, Chartered Financial Planner

Red Oak Wealth Management was established in 2012 and I was delighted to accept an invitation for my firm to join St. James's Place as a Partner Practice.

I am very much a client orientated adviser, and believe that face to face advice is incredibly important when developing a financial plan. I see my approach as one of problem-solving, rather than product-selling. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times.

About

After graduating from Leeds University I have spent over 10 years working within Financial Services.

I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able offer a rounded, professional and principled service.

Outside of my business I am a keen golfer, football fan and cyclist.

Accreditations

Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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Click on the accreditations for more information

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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.

Red Oak Wealth Management Ltd is registered in England and Wales, Number 08763843. Registered Office: 147 Oak Road, Redcar, Cleveland, TS10 3RE.