After graduating together as friends from the ICMA Centre (Reading University) with an MSc in International Securities, Investment and Banking, Dipesh Shah founded Oakdale Financial Services on 24th January 2011, with the intention of providing financial services that are tailored to meet changing client needs.
With many years of combined experience in property, banking and finance, Oakdale is more than just a standard financial services organisation. With a wealth management proposition that has the support from St. James's Place Wealth Management, an award winning FTSE 100 company.
I met Dipesh at one of the St. James's Place seminars, where we decided to set a date to meet and discuss investment and pension options. He explained all the different products available which allowed me to make a sound decision to invest with St. James's Place. Since the original investment, all o...
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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.