My clients sit at the centre of Great Oak Financial Partners. I have one simple aim; allow my clients to enjoy the financial freedom, their hard work has afforded them, and then relax, in the knowledge that Great Oak FP and SJP have the expertise to help achieve this in the future.

Every client is different, and the key is to get to know and understand individual requirements and plan accordingly. Of course, things change, so an ongoing review is vital towards success. 

Whether it’s buying a house, investing for retirement, releasing *equity in later life, or passing assets tax efficiently to loved ones, we have it covered for you. If you want to know more about our approach, please feel free to get in touch.

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.

*This is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration.