Welcome to Red Oak Wealth Management Ltd

We provide face-to-face wealth planning services for individuals and businesses in the North East. We want to create, maintain and improve your financial goals. Our promise is to deliver information, advice and solutions which are clear and easy to understand.


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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.

Red Oak Wealth Management Ltd is registered in England and Wales, Number 08763843. Registered Office: 147 Oak Road, Redcar, Cleveland, TS10 3RE.