Silver Oak Financial Solutions, Associate Partner Practice of St.James's Place Wealth Management Email Formats

Financial Services • Wells, England, United Kingdom • 1-10 Employees

Key Contact at Silver Oak Financial Solutions, Associate Partner Practice of St.James's Place Wealth Management

Alicia Almeida

Director of Operations

Company overview

Headquarters	36 Chamberlain Street, Wells, Somerset BA5 2PJ, GB
Website	silveroakfs.co.uk
NAICS	52
SIC	615
Keywords	Trusts, Tax Efficiency, Retirement Planning, Inheritance Tax Planning, Wills, Customer Service, Estate Planning, Mortgage Advice, Power Of Attorney, Equity Release, Pension Advice, Buy To Lets, Bespoke Advice, Longterm Care Planning, Savings & Investment Advice
Founded	2017
Employees	1-10

About Silver Oak Financial Solutions, Associate Partner Practice of St.James's Place Wealth Management

Silver Oak Financial Solutions is based in the Somerset city of Wells and supports clients throughout the South West and beyond. We specialise in meeting the financial needs of Individuals, families and business owners. We understand that each of our clients is unique and requires a distinct, tailored approach. That is why we work closely with our clients to gain a complete understanding of their existing financial situation, helping them to achieve their financial objectives and making the difference between a prosperous future and the disappointment of unrealised potential. Putting our clients firmly at the centre of everything we do is core to our culture, and enables us to deliver a genuinely client-focused service. As an Associate Partner Practice of St. James's Place Wealth Management our clients access a distinctive investment management approach. Our clients also have peace of mind in knowing that St. James's Place Wealth Management guarantees suitability of our advice when we recommend any wealth management products or services available from companies in the group. We provide financial advice to clients both in the South West of England & London. Thank you for viewing our profile.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Silver Oak Financial Solutions, Associate Partner Practice of St.James's Place Wealth Management has never raised funding before.

Silver Oak Financial Solutions, Associate Partner Practice of St.James's Place Wealth Management Tech Stack

Discover the technologies and tools that power Silver Oak Financial Solutions, Associate Partner Practice of St.James's Place Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Amazon Web Services

PaaS

reCAPTCHA

Security

Google Tag Manager

Tag managers

TrustArc

Cookie compliance

HSTS

Security

Open Graph

Miscellaneous

React

JavaScript frameworks

core-js

JavaScript libraries

PWA

Miscellaneous

Google Font API

Font scripts

Google Analytics

Analytics

Loadable-Components

JavaScript libraries

Frequently asked questions

Silver Oak Financial Solutions, Associate Partner Practice of St.James's Place Wealth Management is located in Wells, England, GB.

Silver Oak Financial Solutions, Associate Partner Practice of St.James's Place Wealth Management was founded in 2017, making it 9 years old. The company has established itself as a significant player in its industry over this time.

Silver Oak Financial Solutions, Associate Partner Practice of St.James's Place Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.