Oakwood Capital Wealth Management

Oakwood Capital Wealth Management Financial, wealth, investment & pension advice for you, your family & company. The value of your investment can go down as well as up.

You could get back less than you invested.

Economic instability. Market turbulence. Unpredictable policy changes.It’s no wonder confidence is shaken - but it’s not...
31/08/2026

Economic instability. Market turbulence. Unpredictable policy changes.

It’s no wonder confidence is shaken - but it’s not all doom and gloom.

SJP’s Real Life Advice report shows that financial advice can be a key source of clarity and control.

- 95% say it helps them reach and stay on track with their goals
- 8 in 10 advised clients are ahead of or on track with savings and investments

👉 Find out why advice matters more than ever:
https://partnership.sjp.co.uk/article/detail/sjpp/the-value-of-advice-in-a-volatile-world.html

The value of your investment can go down as well as up. You could get back less than you invested.

Opinium surveyed 8,000 UK adults nationwide between 22nd July and 5th August 2025. Quotas and post-weighting were applied to the sample to make the dataset representative of the UK adult population.

Oakwood Capital Wealth Management Limited 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).

SJP Approved 25/9/2025

We know that family is the most important thing in your life. So, it’s good to know that, with the right advice, transfe...
24/08/2026

We know that family is the most important thing in your life. So, it’s good to know that, with the right advice, transferring wealth to loved ones can be easy – as well as rewarding.

Whether it’s helping your children onto the housing ladder, contributing to your grandchildren’s savings pots or a parent’s care fees, we can help you share your wealth whilst you’re still able to see the joy that it brings.

Plan for tomorrow, enjoy today. Contact us now for a no obligation chat

Oakwood Capital Wealth Management Limited 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).

SJP Approved 21/08/2025

It is never too early to think about saving for retirement. Are you starting to think about the life you want to lead wh...
17/08/2026

It is never too early to think about saving for retirement. Are you starting to think about the life you want to lead when you have more time? We can help you figure out what is important to you and how to achieve your pension goals.

Speak to the experts and contact us now to book a no obligation chat

The value of your investment can go down as well as up. You could get back less than you invested.

Oakwood Capital Wealth Management Limited 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).

SJP Approved 21/08/2025

Changes to pension inheritance rules are coming. From 2027, your beneficiaries may face inheritance tax on your pension ...
10/08/2026

Changes to pension inheritance rules are coming. From 2027, your beneficiaries may face inheritance tax on your pension savings. Is your financial plan ready?

Find out more:
https://kntn.ly/94d6abc0

Protecting your assets to ensure your legacy goes to the right people, at the right time, is crucial for you to be able ...
03/08/2026

Protecting your assets to ensure your legacy goes to the right people, at the right time, is crucial for you to be able to pass on your wealth upon your death. It can be an onerous task, but we are here to help you understand the various ways to mitigate Inheritance Tax to help your family at a difficult time.

Contact us to start your Inheritance Tax planning

Taxation rules can change at any time and are dependent on individual circumstances.

Oakwood Capital Wealth Management Limited 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).

SJP Approved 21/08/2025

Tax rules are set to change from April 2027 in a move which will see most people's pensions bought into their estates fo...
27/07/2026

Tax rules are set to change from April 2027 in a move which will see most people's pensions bought into their estates for inheritance tax purposes.

Combined with a long-term freeze in IHT thresholds, it is not surprising many people are turning to trusts as a way to manage their tax liabilities.

👉Learn more here:
https://partnership.sjp.co.uk/article/detail/sjpp/can-a-trust-help-protect-your-estate.html

Taxation rules can change at any time and are dependent on individual circumstances.

Trusts are not regulated by the Financial Conduct Authority.

Oakwood Capital Wealth Management Limited 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).

SJP Approved 17/4/2026

Global events have made the landscape feel harder, but many UK SMEs have also become more resilient after years of adapt...
20/07/2026

Global events have made the landscape feel harder, but many UK SMEs have also become more resilient after years of adapting to major change.

Explore what’s behind the recent dip in optimism — and why staying clear on your long term aims is so important when conditions shift:
https://partnership.sjp.co.uk/article/detail/sjpp/business-owners-from-optimism-to-uncertainty-in-a-volatile-world.html

Oakwood Capital Wealth Management Limited 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).

SJP Approved 19/3/2026

There have been some changes to the way furnished holiday lets (FHLs) are taxed, and many owners are now checking in on ...
13/07/2026

There have been some changes to the way furnished holiday lets (FHLs) are taxed, and many owners are now checking in on how this might affect them.

With the old FHL rules no longer in place and some adjustments expected in the coming years, it’s a good moment for holiday let owners to stay informed.

Our article breaks down the updates in a simple way and highlights the key things to know ahead of the 2025/26 tax year end.

🔗 Find out more:
https://partnership.sjp.co.uk/article/detail/sjpp/owners-urged-to-review-holiday-lets-as-tax-changes-bite.html

Taxation rules can change at any time and are dependent on individual circumstances.

Oakwood Capital Wealth Management Limited 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).

SJP Approved 17/3/2026

Financial goals aren’t just financial - they’re emotional, as many people are motivated by desires like stability and fa...
06/07/2026

Financial goals aren’t just financial - they’re emotional, as many people are motivated by desires like stability and family wellbeing.

From long-term retirement planning to creating security for loved ones, purpose is the key driver of financial confidence. As a financial adviser, it’s so important to understand the ‘why’ of my clients.

Take a closer look at how purpose empowers financial decisions:
https://partnership.sjp.co.uk/article/detail/sjpp/real-life-advice-report-2025-chapter3-the-purpose-behind-financial-planning.html

Oakwood Capital Wealth Management Limited 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).

SJP Approved 25/11/2025

Address

Jason Works, Clarence Street
Loughborough
LE111DX

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+441509380010

Website

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