Oakleigh Financial Planning

Senior Partner Practice of St. James's Place Wealth Management

Steve Whitehouse, Principal of Oakleigh Financial Planning

Steve has been in financial services since 1980 starting out with a well know life assurance company. He left in 1985 and formed Oakleigh and has been advising clients in all aspects of wealth management since then. His philosophy focuses on developing and maintaining a long term relationship of trust with his clients. The level of satisfaction can be judged by the fact that most new clients come by way of personal recommendations from existing clients.

Areas of Expertise:

  • Investment Planning
  • Tax Mitigation
  • Trust* and Estate Planning
  • Retirement Planning
  • Private Medical Insurance
  • Life Assurance
  • Income Protection
  • IHT Planning

Andy Jukes

Andy Jukes has worked in the Financial Services industry since 1996 moving from MGM Assurance in 1998 to St. James’s Place. He works as an Adviser for Oakleigh offering clients complete, friendly and professional service on all aspects of their financial planning. His experience is broad covering most topics of financial planning and like the rest of the team specialises in certain areas.

Areas of Expertise:

  • Pension Planning
  • Investment Planning
  • Family Protection
  • Business Protection
  • Equity Release**
  • Commercial Finance***
  • Mortgages
  • Trust and Estate Planning*

**This is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration.

***Commercial Finance is not regulated by the Financial Conduct Authority.

Steve Haynes

Steve Haynes originally started his career in Financial Services with Royal London in the mid 1980’s. After a break he came back into the industry joining Oakleigh in 2003. He now forms part of Oakleigh’s efficient and friendly office team.