- Surrey Oaks Wealth Management D29 -
https://www.sjpp.co.uk/surreyoaks/
We are a family run, experienced but young, advisory business specialising in providing a highly personal, proactive and ‘evidenced based’ financial planning consultancy. We are passionate about what we do and believe the best financial outcomes are achieved by forging long standing, collaborative relationships with our clients, rather than offering a product based, transactional service.
Financial Planning can be likened to building a jigsaw puzzle – ineffective financial planning can be likened to building a jigsaw puzzle without knowing what the picture looks like. Our focus is to help clients both design the picture and set the course of action to build it in a timely fashion, adapting and redesigning, where necessary, along the way.
Superior client outcomes and a highly personal service is our primary focus, as our business growth has been built over the last 14 years, almost entirely, through client referrals.
What you can expect from Surrey Oaks Wealth Management?
As a Partner Practice of St. James’s Place (A FTSE 100 company), we are able to spend all of our time focussed on our clients planning decisions, tax and investment considerations, allowing St. James’s Place to focus on the due diligence, research and development, compliance and investment analysis. This partnership ensures clients benefit from a dedicated adviser/client relationship with Surrey Oaks, alongside the reassurance that the products, services and investment decisions are being selected and managed by St. James’s Place. We believe that this partnership achieves the best possible outcomes for our clients.
Financial Planning can be likened to building a jigsaw puzzle – ineffective financial planning can be likened to building a jigsaw puzzle without knowing what the picture looks like. Our focus is to help clients both design the picture and set the course of action to build it in a timely fashion, adapting and redesigning, where necessary, along the way.
Superior client outcomes and a highly personal service is our primary focus, as our business growth has been built over the last 14 years, almost entirely, through client referrals.
What you can expect from Surrey Oaks Wealth Management?
As a Partner Practice of St. James’s Place (A FTSE 100 company), we are able to spend all of our time focussed on our clients planning decisions, tax and investment considerations, allowing St. James’s Place to focus on the due diligence, research and development, compliance and investment analysis. This partnership ensures clients benefit from a dedicated adviser/client relationship with Surrey Oaks, alongside the reassurance that the products, services and investment decisions are being selected and managed by St. James’s Place. We believe that this partnership achieves the best possible outcomes for our clients.
ATTEND THE SEMINAR
12.30pm, Saturday 16th May, Seminar Theatre 2
|
Joel Arif APFS Bsc (Hons), Having worked as a financial planner for the last 14 years, Joel specialises in providing high quality private client advice. “I have a simple philosophy that all clients should be treated as if they were a personal friend or family member. In doing so, myself and my team are always striving to deliver the very best service and financial outcomes possible”. “I also believe advice should be thorough and bespoke with recommendations that can be evidenced as adding value to your long-term planning rather than a one-off transaction.” Outside of work Joel is a keen golfer and runner, with a long-term enjoyment of history, behavioural finance and politics, but sees his most important role as that of husband and dad to three wonderful children. |