Welcome to Silver Oak Financial Solutions

Based in the historic City of Wells, Silver Oak Financial Solutions recognises that your financial situation is unique, and provides comprehensive financial planning solutions for individuals and businesses across Somerset and the South West.

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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

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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.