About us

Silver Oak Financial Solutions are based in the medieval City of Wells which is England’s smallest city and supports clients throughout Somerset and beyond.

We aim to help our clients by meeting the financial needs of individuals, families and business owners.

We understand that each of our clients are unique and require a bespoke approach when it comes to financial advice. That is why we work closely with our clients to gain an understanding of their financial situation, helping them to achieve their financial objectives now and implement plans for the future.

Putting our clients first enables us to build a strong trusting relationship as we aim to help our clients throughout their personal financial journey and is core to our culture, this enables us to deliver a genuinely client-focused service.

As an Associate Partner Practice of St. James's Place Wealth Management our clients access a distinctive investment management approach. Our clients also have peace of mind in knowing that St. James's Place Wealth Management guarantees suitability of our advice when we recommend any wealth management products or services available from companies in the group.


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Testimonials

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Brilliant Financial Adviser - very helpful, responds to all e mails within hours (even at weekends!), knows his stuff and will go that extra mile. Fully recommend him and his services.
P Burton – Retired – Wells, Somerset

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.