Wealth planning company invests in new office
Red Oak Wealth Management operates out of offices at Wilton Centre
A wealth management firm backed by an award-winning FTSE 100 company is set up and running at the Wilton Centre.
Red Oak Wealth Management, which provides face-to-face wealth planning services, now operates its bespoke services out of its Centre office.
An associate partner practice of St James’s Place, one of the UK’s leading wealth management organisations that manages client funds of £65.6billion, Red Oak Wealth Management provides personalised financial advice and investment planning and management for a range of clients based in the North Yorkshire and the North East.
Red Oak Wealth Management MD, Stephen Holmes, set up the company in 2012 and has spent over a decade working in the financial services industry.
He said that the one thing all clients have in common is the desire to have their wealth protected, supported and developed and added: “We strive to do exactly that for everyone we work with, keeping their plans under review so they know that expert assistance is always on hand.”
The company offers a pension drop-in service for every Wednesday from 10:30 – 4.00 in its office in A315. Anyone at the Wilton Centre is welcome.