Alexander Smith

Here at Oaksmith Financial Planning Ltd, we provide personalised advice to individuals, families, businesses and trustees across the North Wales region and beyond. We care about what matters to our clients, and put your goals and financial well-being at the heart of everything we do. We pride ourselves on our friendly, accessible and transparent approach to financial planning, with a focus on building long-term relationships through face-to-face advice. We see financial advice as collaborative – we’re here to support you in making your own choices. We do so with regular planning and review meetings, which allow us to gain a deeper understanding of what’s important to you The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. Auto-Enrolment products are not regulated by the Financial Conduct Authority. This Partner/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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx