About us

When starting my own business after 6 years of employment in Independent Financial Advice practices, it was really important to me to be able to build a practice and offer a service that wholly reflected my values, and so Major Oak Wealth Management was established in March 2017 when I accepted an invitation to join St. James's Place as an Associate Partner Practice. My values are what make the practice different from other financial advice services - It’s important to me that our advice starts with putting in place a plan, rather than selling a product, and if I think the best thing to do is nothing then I will tell you.