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James Parker

Financial Planner (Director)

James takes nerdiness to a new level (he’s a chartered financial planner, a certified financial planner, a fellow of the CII, and a Trust and Estate Practitioner). He may even have a 50-metre breaststroke badge somewhere in the drawer.

James’ job is to listen and understand what you value, what you are looking for and then use the knowledge and experience drawn from working with families for 26 years to achieve your goals in the best possible fashion.

Whilst away from the office James’ nerdiness fades a little while he attempts to be a good husband and active father to his 4 children….but we all know that really it’s the dog that comes first.

Connect with James

OAK Private Wealth Limited is authorised and regulated by the Financial Conduct Authority. Our FCA Register number is 968529. Registered in England Reg No 13833125.

1 King William St
London EC4N 7AF

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