Who we are
Silver Oak Financial Solutions was established by Ben Warren, a local wealth management specialist in 2017. Having worked within the finance industry for nearly two decades, Ben felt there was a need and demand to offer a unique client focused financial planning proposition.
Since inception Silver Oak Financial Solutions has managed to help many clients achieve their immediate objectives and put in place future plans to help achieve financial goals.
We tend to find that very few people have the time or inclination to manage all their financial affairs as effectively and tax efficiently as possible. With access to more information than ever across the internet and media at our fingertips regarding our financial affairs, sometimes it can be difficult to unravel what we need to do ourselves.
At Silver Oak Financial Solutions, we have the knowledge and experience to lead you through these complexities to deliver personal and bespoke financial planning solutions. We can offer you a distinct wealth management service based on professionalism and trust, for all areas of your financial needs both now and in the future.
For individuals we can help in a number of areas including:
- Private Individual Wealth Planning & tax efficiency
- Investments
- Mortgage Advice
- Inheritance Tax Planning & Gifting
- School & University Fees Planning
- Divorce & Separation
- Retirement Planning and “in” retirement solutions
- Income/Family Protection Planning
- Business or Partner Protection
- Business Investments
- Tax planning
- Pension Planning for Directors
- Employee Benefits including auto-enrolment* for Employee pensions
- Aspects of Exit Strategies for Directors & Profit Extraction
- Inheritance Tax planning for Directors
We also provide distinctive solutions for Trustees to ensure they manage investments within the trust* as effectively as possible and always in the best interests of the beneficiaries.
Your home may be repossessed if you do not keep up repayments on your mortgage
The value of an investment with St. James's Place will be directly linked to the value of the funds selected and may fall as well as rise. You may get back less than the amount invested.
The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.
*Trusts and Auto-Enrolment products are not regulated by the Financial Conduct Authority.
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.
