A wealth of experience

Mark Jackson joined St. James's Place in 2010 and founded Oakway together with Ben Whitehouse in 2015. We deliver dynamic, reliable and specialist financial advice to our clients - but then again, doesn’t everyone in our industry? This is why we built our business on a foundation of core values that we look for in our people and those we work closely with.

We asked Oakway clients how they would describe us…

Our clients overwhelmingly described us as, “Experts to call in, when needed.”

“They help me achieve, understand and deliver my financial goals.”

Yes, we manage money. Yes, we have the term ‘wealth’ in our name. But who we are is secondary to how we work.

Our financial planners will help you to connect with your future and provide financial advice that will allow you to enjoy financial wellbeing. We encourage investment strategies that align with you and your values, with an option to include more responsible and sustainable investments if desired.

As we are now living longer, retirement should no longer be about simply giving up work and slowing down. It’s also about fulfilling your dreams and doing big things – even if, right now, they seem out of reach. Our team will help you get to where you want to be.

Along the way, life changes so you need an adaptable financial plan. Maintaining financial peace of mind can be difficult with the changing landscape of regulation, the markets, and life in general. By developing a relationship from our initial process, our advisers believe that success comes with engagement with these changes through regular reviews or check-ins to give you peace of mind.