Oakwood Capital Wealth Management Limited

: Jason Works, Clarence Street, Loughborough, Leicestershire, LE11 1DX

: FCA Number: 1011382

Website Image of Oakwood Capital Wealth Management Limited

Located in the heart of Loughborough, Leicestershire, Oakwood Capital Wealth Management Limited is a top-tier firm offering comprehensive financial planning and regulated advice, tailor-made to each client's unique needs. Catering to individuals in the surrounding regions, they are trusted experts in life and investments, pensions retirement advice, final salary pension transfers, and more. Their services are regulated by the FCA (registration number 1011382), ensuring their clients receive reliable, secure advice. Their approachable team at Jason Works on Clarence Street, LE11 1DX, is dedicated to helping both seasoned investors and first-time planners navigate their financial journey with confidence. Choose Oakwood Capital Wealth Management for prudent, personalized wealth management solutions.

Their team includes one financial adviser. Check FCA registration here.

Oakwood Capital Wealth Management Limited are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to Oakwood Capital Wealth Management Limited from the Motorway

Proceed from the M1. Use the M69 ramp to access Birmingham / Coventry. Upon reaching the roundabout, take the fourth exit onto the M1 ramp heading towards Nottingham / Newark / Leicester (N). Merge onto the M1. At junction 23, take the A512 exit towards Loughborough / Shepshed. Upon arriving at the roundabout, use the third exit to go onto A512. Stay on the right to maintain your position on A512. At the following roundabout, use the second exit onto Ashby Road / A512. Proceed to the subsequent roundabout and take the first exit, continuing on Ashby Road / A512. At the Ashby Road Roundabout, use the second exit to remain on Ashby Road / A512. Turn left onto Broad Street / A512. Then turn right onto The Rushes / A6. Make a left turn onto Bridge Street / A6. Continue straight onto Bridge Street / B589 and follow B589. Lastly, turn right onto Duke Street. The destination will be situated on the left.

List of advisers under Oakwood Capital Wealth Management Limited:

Oakwood Capital Wealth Management Limited 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 http://sjp.co.uk/products

SJP Approved : tbc

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