At Ockenden Financial Planning we provide expert knowledge and reliable advice to our valued clients and their families.

We understand that your goals evolve over time, so consistent and ongoing advice is more important than ever. Significant life events often form part of these goals, and our holistic approach helps you to accomplish them, whether it is school fee planning, business exit, retirement planning, new babies, or new homes!

Working with a trusted and certified Adviser empowers our clients to understand their money and the role it can play in achieving their ambitions. We cut through the jargon so you can truly understand how your money interacts with your life, and we help you to make informed decisions with the benefit of expert advice.

Whether you are a business owner, professional or family, we will work with you to help you achieve the goals you set.

Exit strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.