Aaron Oakes
DiP PFS
Aaron was invited to join the prestigious St. James's Place in September 2000 after five years of working in Financial Services for Prudential. During his time at Prudential, Aaron gained valuable experience in working with high net worth clients.
About
Since joining St. James's Place, Aaron has developed extensive knowledge across all areas of wealth management and has a particular specialism in estate, inheritance tax and later life planning, focusing around trusts* and tax efficient investment planning solutions. He has also forged relationships with a network of expert advisers and professionals in the field, further adding to the service that he provides.
Outside of work, Aaron is keen on outdoor pursuits and golf.
Trusts 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.
