At Silver Oak Financial Solutions, we run a three-stage approach to financial planning:

1. An initial consultation meetings main purpose is so we can understand your current situation, financial goals and aspirations. This enables us to gather information on your current financial situation and what you are trying to achieve and your financial goals and needs.

2. Designing a Financial Plan – after obtaining the information gathered at the initial consultation meeting, we then research and develop bespoke solutions that fit your personal needs and provide recommendations based on the information you provide. A bespoke financial report is provided, giving details of the proposed solutions(s) and why the recommendation(s) are best advice for you.

3. Ongoing Financial Reviews – This can be as often as required, normally annually but tends to be agreed at outset. This is to make sure your financial plans are on track, if your personal circumstances were to change or potential tax legislation that that may affect your financial plans at any point we are in a position to adapt and meet. This part of our approach tends to be the seen as the most important as we continue to support you and help you achieve your goals with our support and guidance throughout your financial journey.

With this comprehensive level of service, backed by the extensive resources of St. James's Place, the business grows through personal recommendations from existing clients. At Silver Oak Financial Solutions we pride ourselves on providing a unique approach to managing all areas of your finances, and believe you will find our approach rigorous yet refreshing.

We are a wealth management company delivering truly client focused financial solutions.