Nine Oak Financial Management

09/04/2025

17/10/2024

15/05/2024

We’re delighted to share that the Better Society Awards have awarded us the Good Money Award for a second year running. The Better Society Awards celebrate commercial organisations’ efforts to create a more equal, ethical and sustainable world for all. We’re honoured to be recognised alongside a number of fantastic nominees and award winners.

17/03/2024

We want to reassure you that we care deeply about all our stakeholders, and the value of advice we provide to our clients. Whilst the vast majority of our clients enjoy valued relationships with their advisers, the strength and scale of SJP also means we can put things right where we have fallen short:https://ow.ly/5qY050QSf9T

07/03/2024

Nine Oak is very proud to acknowledge our very own Practice Manager Lauren Smith won The St. James's Place Partner Support Specialist of 2023 out of hundreds of dedicated Partner Support Staff. This is a fantastic achievement and recognition of very hard work and commitment to our very valued clients. Lauren is instrumental in running one of the most successful and respected single partner practices within St. James's Place. Well done Lauren.

26/01/2024

We are delighted to announce that in 2023 the St. James’s Place Charitable Foundation has raised £9.5million, which brings the amount raised since the foundation was set up in 1992, to £130 million.

The Foundation supports small and medium sized charities across the UK and overseas working with disadvantaged children, hospices, mental health charities and cancer support charities. Thank you to our community who work tirelessly all year round to raise these funds, which are matched £1 for £1 by SJP.

22/10/2023

We're pleased to share that we've been named the "Consumer Champion of the Year" at the MoneyAge Awards.

This recognition underscores our commitment to always putting the consumer at the heart of everything we do.