# Oak Private Wealth LLC

Oak Private Wealth LLC is a Multi Family Office based in London, England.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** London, England
- **Assets under management:** Undisclosed
- **Website:** https://oakprivatewealth.com

## Regulatory record

- **CRD number:** 318537
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/318537

## About

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.

## People

- 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

## 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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Last updated: 2026-08-11T15:07:41.444Z

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