Oscar Weston
My focus is on building trusted, lasting relationships with clients, guiding them in growing and safeguarding their wealth through financial and tax planning.
About
I work closely with my clients to build lasting, trusted relationships, taking the time to understand their individual goals and priorities. Through personalised financial planning and tailored tax strategies, I help them grow and protect their wealth. My approach is collaborative and forward-looking, designed to give clients clarity and confidence in achieving both their short-term objectives and long-term goals.
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. Partners: The term 'Partner' is a marketing term used to describe Clearwater Wealth Management representatives.
