OAKWAY WEALTH MANAGEMENT

• 64999 - Financial intermediation not elsewhere classified

We're a wealth management company that specialises in the financial affairs of ambitious, dynamic city professionals. We want your money to work as hard as you do... Yes, we manage the investments and finances of individuals, trusts and businesses, providing support to our clients. Yes, we have the term ‘Wealth' in our name, but who we are is secondary to how we work... We give you confidence and clarity over your financial decisions. Before we get to know your money, we need to know you and what your relationship is with it. We guide you using goal-based financial planning, so that you have control and transparency when making your financial decisions. You're invested in your success, and so are we. First, we help you to consider what is possible, then we support you in achieving it.

Also known as: OAKWAY WEALTH MANAGEMENT LIMITED, Oakway Wealth Management Ltd.

Registration numbers: 09462835 (CH), 9462835 (W)

Primary location: CHELTENHAM ENGLAND