After graduating 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, an award winning FTSE 100 company.
Dipesh Shah is a professional person who takes care and time to understand my requirements. I value his judgement and advice as I know he takes care in making sure that any action taken is in my best interest. Dipesh has been patient and very thorough throughout. I would gladly recommend him to a...
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, al...
Dipesh take the time to really know their clients, which gives me every confidence that not just my financial goals are well understood, but also my comfort level. Their in-depth knowledge, professional and ethical approach elicits my trust and respect. They regularly provide updates and have al...
I would like to congratulate Dipesh Shah for his excellent work, customer care, passion in delivering the St. James's Place Plan. ‘'5'' star treatment. He explains everything in plain language and without any jargon. He has a good sense of humour and always greets with a smil...
I have been dealing with Dipesh for the past twelve months. His service and attention to detail is excellent. He explains everything very well and the advice he gave me was appropriate to my needs. I am very pleased with his service and would recommend him to others.
Dipesh gave the best possible advice regarding my investments and would highly recommend them to anyone.
I have sought personal and professional advice from Oakdale Financial Services for the past two years. Their service and attention to detail is second to none. Dipesh has taken an interest in my family life and circumstances, which has enabled him to provide me with options that suit my current a...
I have been dealing with both Dipesh for the past twelve months. He has provided a very personal service with the highest level of professionalism. He has taken a deep interest in my family situation and circumstances and used this to help us plan our future and make paramount decisions, access...
Dipesh is are very comfortable to deal with. He gave us excellent advice on our investments and his follow up was extremely efficient. We felt confident to call him up anytime. Would recommend him anytime.
I was very impressed by the professionalism of the Oakdale representatives; Dipesh was very thorough when assessing our needs and we were very happy to go ahead with the products they recommended. We would happily use Oakdale's services again.
I was very impressed by the service I received by Dipesh and Sean. Their advice was clear, concise and tailored to my needs. I would recommend them to anyone.
Dipesh have provided excellent financial advice. They have demonstrated thorough knowledge of the field and have been very professional throughout. They explain everything in simple English and found policies to suitably match our needs. I would most certainly recommend them.
Dipesh take the time to really know their clients, which gives me every confidence that not just my financial goals are well understood, but also my comfort level. Their in-depth knowledge, professional and ethical approach elicits my trust and respect. They regularly provide updates and have al...
Dipesh has been amazing. He tailored our needs to the cover provided efficiently and have always been helpful in answering questions. He is very knowledgeable and know the business very well. They are very nice people to talk to and make you feel very comfortable when with them.
I have been very happy with the personal bespoke service I have received from Dipesh. They have addressed all my needs and set me up with some good policies. They have always given me a lot of time and never made me feel rushed or pressured. I would recommend them to friends and family.
They provide an extraordinary level of service and support to our needs, by providing an honest and highly informative level of advice that is easy to understand and follow.
They have always been informative and helpful when giving advice. The service has been very good and they are both very professional. I would recommend them to anyone without hesitation.
My wife and I recently had a daughter and we were trying to shape a better financial future for her. After approaching a few companies regarding advice on life insurance and mortgages, we felt lost at sea. With so many financial products and their inherent complexities, it was simply impossible ...
We were potential first time buyers and were recommended Sean and Oakdale Financial Services to guide and support us through the process. In short, the services rendered by the firm were thorough and prompt. In addition we were continually kept apprised of the situation: By exhaustively assessing...
As a first time buyer I had a very limited knowledge on what is involved when purchasing a property. Oakdale Financial Services offer thorough and informative advice that is in your best interests. Throughout the process they are always on hand to advise on any queries that may arise. Although ...
Dipesh Shah is a professional person who takes care and time to understand my requirements. I value his judgement and advice as I know he takes care in making sure that any action taken is in my best interest. Dipesh has been patient and very thorough throughout. I would gladly recommend him to a...
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, al...
Dipesh take the time to really know their clients, which gives me every confidence that not just my financial goals are well understood, but also my comfort level. Their in-depth knowledge, professional and ethical approach elicits my trust and respect. They regularly provide updates and have al...
I would like to congratulate Dipesh Shah for his excellent work, customer care, passion in delivering the St. James's Place Plan. ‘'5'' star treatment. He explains everything in plain language and without any jargon. He has a good sense of humour and always greets with a smil...
I have been dealing with Dipesh for the past twelve months. His service and attention to detail is excellent. He explains everything very well and the advice he gave me was appropriate to my needs. I am very pleased with his service and would recommend him to others.
Dipesh gave the best possible advice regarding my investments and would highly recommend them to anyone.
I have sought personal and professional advice from Oakdale Financial Services for the past two years. Their service and attention to detail is second to none. Dipesh has taken an interest in my family life and circumstances, which has enabled him to provide me with options that suit my current a...
I have been dealing with both Dipesh for the past twelve months. He has provided a very personal service with the highest level of professionalism. He has taken a deep interest in my family situation and circumstances and used this to help us plan our future and make paramount decisions, access...
Dipesh is are very comfortable to deal with. He gave us excellent advice on our investments and his follow up was extremely efficient. We felt confident to call him up anytime. Would recommend him anytime.
I was very impressed by the professionalism of the Oakdale representatives; Dipesh was very thorough when assessing our needs and we were very happy to go ahead with the products they recommended. We would happily use Oakdale's services again.
I was very impressed by the service I received by Dipesh and Sean. Their advice was clear, concise and tailored to my needs. I would recommend them to anyone.
Dipesh have provided excellent financial advice. They have demonstrated thorough knowledge of the field and have been very professional throughout. They explain everything in simple English and found policies to suitably match our needs. I would most certainly recommend them.
Dipesh take the time to really know their clients, which gives me every confidence that not just my financial goals are well understood, but also my comfort level. Their in-depth knowledge, professional and ethical approach elicits my trust and respect. They regularly provide updates and have al...
Dipesh has been amazing. He tailored our needs to the cover provided efficiently and have always been helpful in answering questions. He is very knowledgeable and know the business very well. They are very nice people to talk to and make you feel very comfortable when with them.
I have been very happy with the personal bespoke service I have received from Dipesh. They have addressed all my needs and set me up with some good policies. They have always given me a lot of time and never made me feel rushed or pressured. I would recommend them to friends and family.
They provide an extraordinary level of service and support to our needs, by providing an honest and highly informative level of advice that is easy to understand and follow.
They have always been informative and helpful when giving advice. The service has been very good and they are both very professional. I would recommend them to anyone without hesitation.
My wife and I recently had a daughter and we were trying to shape a better financial future for her. After approaching a few companies regarding advice on life insurance and mortgages, we felt lost at sea. With so many financial products and their inherent complexities, it was simply impossible ...
We were potential first time buyers and were recommended Sean and Oakdale Financial Services to guide and support us through the process. In short, the services rendered by the firm were thorough and prompt. In addition we were continually kept apprised of the situation: By exhaustively assessing...
As a first time buyer I had a very limited knowledge on what is involved when purchasing a property. Oakdale Financial Services offer thorough and informative advice that is in your best interests. Throughout the process they are always on hand to advise on any queries that may arise. Although ...
Dipesh Shah is a professional person who takes care and time to understand my requirements. I value his judgement and advice as I know he takes care in making sure that any action taken is in my best interest. Dipesh has been patient and very thorough throughout. I would gladly recommend him to a...
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.