Welcome to Silver Oak Financial Solutions
Trusted financial advice
Based in the historic City of Wells, Silver Oak Financial Solutions recognises that your financial situation is unique, and provides comprehensive financial planning solutions for individuals and businesses across Somerset and the South West.
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What we do
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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SJP Approved 18/08/2025
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.
