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Oak Private Wealth LLC
Oak Private Wealth is a smaller financial planning firm offering financial planning, investment management, and tax and estate planning. It takes a...
Overview
Oak Private Wealth is a smaller financial planning firm offering financial planning, investment management, and tax and estate planning. It takes a long-term, personalised approach focused on clients' hopes and aspirations, supporting generations of families. The firm is authorised and regulated by the Financial Conduct Authority and holds CII chartered firm status.
General information
Firm type
Multi Family Office
Location
Country
England
City
London
Principals
James Parker
Financial Planner (Director)
Sally Ashton-Jones
Client Services Administrator
Tiffany Cowland
Paraplanner
Tamsin Parker
Director of Everything Else
Sami Beck
Chartered Financial Planner
Caroline Maslin
Client Services Manager
Alex Oattes
Financial Planner
Frequently asked questions
How does Oak Private Wealth LLC source its deal flow?
No public information is available on the firm's sourcing model. Multi-family offices often rely on internal networks, advisory relationships, or external fund managers, but Oak Private Wealth has not disclosed its approach.
Is Oak Private Wealth LLC open to new client families?
The firm's client selection criteria are not public. Many multi-family offices require a minimum investment threshold and personal referral, but Oak Private Wealth's requirements cannot be confirmed.
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