At Oval Wealth Partners, our overriding objective is that our clients know their wealth is a source of comfort particularly at the pivotal moments in their lives. It is at those major milestones or events in a person's lifetime when their wealth should work for them rather than be a source of concern.Through working with our clients to determine their financial planning objectives and subsequent acting on those needs, they see the tangible value of expert advice.Oval Wealth Partners 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).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.SJP Approved 26/05/2023