Oakdale Financial Services Ltd

Partner Practice of St. James's Place Wealth Management

Linda Leveney, Client Relationship Manager

Before joining Oakdale Financial Services Limited, Linda has worked in other Financial Advisers’ Practices. She has extensive experience in many office and technical roles and deals with processing business, general office administration duties and building good client relationships. She joined St. James’s Place in 2005.

Outside work, Linda enjoys spending time with her family, singing with Rock Choir and has been volunteering as a Youth Leader for 30 years.

Jeffrey Fialho, Client Relationship Manager

Prior to joining Oakdale Jeff worked in the Financial Sector for forty five years - with two of the big High Street Banks.

He is an Associate of the Chartered Institute of Bankers and is passionate about good customer service.

His task is to help the Practice advisers meet the needs of their clients as well as building and maintaining good customer relationships.

Jeff also helps with coordinating Practice events and seminars and is fully committed to helping Oakdale achieve its objectives.

He takes a keen interest in motor sport - F1, Moto GP and International Rallying.