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About Oaksmith Financial Planning

Here at Oaksmith Financial Planning Ltd, we provide personalised advice to individuals, families, businesses and trustees across the North Wales region and beyond. We care about what matters to our clients, and put your goals and financial well-being at the heart of everything we do. Located in Hawarden, we offer the hands-on, friendly approach of a relationship-based business with the peace of mind that our advice is *guaranteed by St. James’s Place Wealth Management. We pride ourselves on our friendly, accessible and transparent approach to financial planning, with a focus on building long-term relationships through face-to-face advice. We see financial advice as collaborative – we’re here to support you in making your own choices. We do so with regular planning and review meetings, which allow us to gain a deeper understanding of what’s important to you. *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 https://www.sjp.co.uk/products-and-services/products-and-services. The value of your investment can go down as well as up. You could get back less than you invested. 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). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 13/12/2024

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