Oakway Wealth Management Ltd, Senior Partner Practice of St. James's Place
Financial Services • 
London, England, United Kingdom • 1-10 Employees
Company overview
| Headquarters | 30, Lombard Street, LONDON, London EC3V 9BQ, GB |
| Phone number | +442080420585 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investment Planning, Wealth Management, Trust And Estate Planning, Wealth Protection, Advanced Tax Planning, Access To Private Client Banking, Offshore Investment Planning And Trusts |
| Founded | 2008 |
| Employees | 1-10 |
| Socials |
Key Contact at Oakway Wealth Management Ltd, Senior Partner Practice of St. James's Place
Mark Jackson
Senior Financial Adviser & Director
Oakway Wealth Management Ltd, Senior Partner Practice of St. James's Place Email Formats
Oakway Wealth Management Ltd, Senior Partner Practice of St. James's Place uses 1 email format. The most common is {first initial} (e.g., j@oakwaywm.co.uk), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@oakwaywm.co.uk | 100% |
About Oakway Wealth Management Ltd, Senior Partner Practice of St. James's Place
We give you confidence and clarity over your financial decisions First, we help you to consider what is possible. Then, we support you in achieving it. We guide you using goal-based financial planning, so that you can have control and transparency when making your financial decisions. Oakway Wealth Management is a team of experienced, client-centric people who believe in providing a truly personalised financial route map. We manage the investments and finances of individuals, trusts and businesses, using our years of experience to provide the support you need to not only maintain, but also increase your wealth. All of our financial advisers and staff believe in putting you first, guiding you so that your financial objectives will be matched to investments and products that mirror your values, but most importantly, give you financial peace of mind. The value of your investment can go down as well as up. You could get back less than you invested. Trusts are not regulated by the Financial Conduct Authority. Oakway Wealth Management Ltd. 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 title 'Partner Practice' is a marketing term used to describe St. James's Place representatives. SJP Approved 23/05/2025
Oakway Wealth Management Ltd, Senior Partner Practice of St. James's Place revenue & valuation
| Annual revenue | $769,995 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Oakway Wealth Management Ltd, Senior Partner Practice of St. James's Place has 5 employees across 1 departments.
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Number of employees
Funding Data
Oakway Wealth Management Ltd, Senior Partner Practice of St. James's Place has never raised funding before.
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