Welcome to Oaksmith Financial Planning Ltd

We provide personalised advice to individuals, families, businesses and trustees across the North Wales region and beyond. We care about what matters to our clients, and put your goals and financial well-being at the heart of everything we do.

What we do

We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.

About us

We pride ourselves on building long-term relationships with clients.

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Advice and services

We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.

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Please get in touch to discuss your financial requirements in more detail.
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Testimonials

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Alex's personal yet professional manner has put us at great ease dealing with him over the past three years. We have been extremely reassured by the results we have had. He explains things clearly and is always available should we have any concerns. We would have no hesitation in recommending Alex.
P & B Guest, Warrington

SJP Approved 03/11/2023

The Partner Practice 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) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Oaksmith Financial Planning Ltd is registered in England and Wales, Number 13032370. Registered Office: 32a The Highway, Hawarden, Deeside, CH5 3DH.
Copyright St. James's Place © 2024
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Copyright St. James's Place © 2024