Oakway Connect

Financial Advice you can trust

Why St. James’s Place?

Much like Oakway Wealth Management, St. James’s Place is synonymous with reliable and expert financial advice, covering all aspects of wealth management.

As you can see from our services section, we can advise you on any aspect of investment planning, protecting your estate, banking and mortgages, retirement planning and corporate services.

As a client you will receive a personalised, face-to-face advisory service from Oakway, whilst having access to the St. James’s Place distinctive investment management approach and the backing and reassurance of investing with an award-winning FTSE 100 company.


The St. James’s Place Guarantee

Peace of mind for our clients

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.

The St. James’s Place Responsible Investing Commitment

Supporting the environment through our investments

At St. James’s Place responsible and environmental investing is a critical part of investment fund selection. The vision of ‘financial wellbeing in a world with living in’ is central to every part fo the investment policy. St. James’s Place is a signatory to the United Nations Principles for Responsible Investment (UNPRI) with an A+ rating and the UK Stewardship Code. They are also members of the Task Force for Climate-Related Disclosures (TFCD) and source all of their UK electricity from renewable sources. We believe these bold moves toward responsible investing distinguish St. James’s Place and further align them with our values and the values of our clients.

The St. James’s Place Charitable Foundation

Supporting charities through our community

The St. James’s Place Charitable Foundation has been supporting those in need since 1992, making a positive and lasting difference to people’s lives by awarding grants to charities registered in the UK to assist them in the incredible work they do every day. So far, the Foundation has raised and distributed over £100 million to thousands of charities.

About Oakway

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