Oakway Wealth Management Ltd

Oakway Wealth Management Ltd offers financial planning and investment advice based on individual client needs. They focus on aligning financial strategies with client priorities to support informed financial decisions.
  • Estate Protection
  • Investment Planning
  • Retirement Planning
  • Banking and Mortgages
  • Corporate Financial Planning

Size
Small
Phone
N/A
Email
N/A
Locations
30 Lombard St, EC3V 9BQ
02080422499
Digital Popularity
Social Media
Competitors
Morrinson Wealth
Morrinson Wealth is a professional wealth management company that provides tailored financial advice and services to individuals and businesses.
The Penny Group
The Penny Group is a financial services company that provides a range of financial planning and investment management services.
Partners Wealth Management
Partners Wealth Management is a financial planning and investment advisory firm that focuses on building enduring relationships based on trust.
Company Details
Oakway Wealth Management Ltd is operated by Oakway Wealth Management Limited and is a Active company incorporated on 27 February 2015 with the registered office located in Cheltenham, Gloucestershire. Oakway Wealth Management Limited was registered 10 years ago.

Status
Active
Size
Micro
Directors
1
Age
10 years old
Employees
11
Turnover
Unreported
Total Assets
£2.96M
Cash in Bank
£126.61K
Total Liabilities
-£2.82M

Director • PSC • Financial Advisor • British • Lives in England • Born in Sep 1979
Teams
All
10
Finance
5
Operations
2
Other
3
Operations Manager • Joined Mar 2020
Senior Financial Adviser & Director • Joined May 2015
Financial Planner At Oakway Wealth Management, Senior Partner Practice Of St James's Place • Joined Dec 2023
Operations Administrator • Joined May 2023
Protection And Trust Administrator • Joined Aug 2024
Advice Assistant • Joined Dec 2023
Chartered Financial Planner • Joined Mar 2020
Senior Paraplanner • Joined Aug 2023
Financial Adviser • Joined May 2015
Senior Financial Adviser • Joined Mar 2020
Advice Assistant • Joined Dec 2023
Chartered Financial Planner • Joined Mar 2020
Senior Paraplanner • Joined Aug 2023
Financial Adviser • Joined May 2015
Senior Financial Adviser • Joined Mar 2020
Operations Manager • Joined Mar 2020
Operations Administrator • Joined May 2023
Senior Financial Adviser & Director • Joined May 2015
Financial Planner At Oakway Wealth Management, Senior Partner Practice Of St James's Place • Joined Dec 2023
Protection And Trust Administrator • Joined Aug 2024