Who we are
John and Richard share a common philosophy of helping their clients meet their financial goals by providing comprehensive ongoing financial advice of the highest quality. From the inception of their advice business in 2014, they have always looked to deliver the best outcomes for their clients with transparency and honesty. The majority of their new clients arise from existing client recommendations.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.
Oval Wealth Partners is a trading name of Heberden Wealth Management LLP. Heberden Wealth Management LLP is a Limited Liability Partnership registered in England and Wales, Number OC395225. Registered Office: 20 Havelock Road, Hastings, East Sussex, TN34 1BP.
