David Oates has specialised in offering expert advice in
personal financial planning for over 37 years, joining the
St. James's Place Partnership, formerly the J. Rothschild Partnership, in 1994.

He is a Senior Partner of the St. James's Place Partnership,
the sole advisory channel for the St. James's Place Wealth Management Group, which has funds under management amounting to .

David’s philosophy focuses upon maintaining a long-term, trusted relationship with clients, showing distinct quality, integrity and excellence, which in turn gives both private and business clients financial peace of mind. The comprehensive wealth management service offered is thoroughly professional, strictly confidential and covers crucial aspects of financial planning. The level of satisfaction may be judged by the fact that most new clients come to him as a result of personal recommendation by existing clients.

If you would like to talk to David or would like to arrange an initial meeting, please e-mail him.

David S. Oates
Senior Partner