Welcome to Green Oak Financial Planning

At Green Oak Financial Partners, we provide bespoke wealth management and integrated financial advice to private and corporate clients. We specialise in the areas of retirement and inheritance tax planning.


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Before appointing Raffaele as my financial adviser I had personally checked his credentials and taken feedback via an accounting firm. I needed to know this advice would be in my best interests. Now, in the fifth year of relationship I can say with certainty, I did the right thing appointing him....

A. L.

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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.

Green Oak Financial Partners Ltd is registered in England and Wales, Number 8735288. Registered Office: 32a East Street, St Ives, Cambs, PE27 5PD.