Oakcrest Private Office
Family officeLondon · 2 people tracked
Also known as Oakcrest Management Limited · Oakcrest Private Office Limited
Investment thesis
Oakcrest Private Office is a London-based wealth management and financial planning firm founded in 2023, providing bespoke financial advice, investment, retirement, tax and business planning services to high net worth private clients.
Source: firm website, verified Aug 3, 2026.
Team · 2 people
from the firm's websiteLeads the Oakcrest Private Office team, which holds recognised qualifications across financial advice areas including mortgages, investments and pensions.
Joined Oakcrest in 2025 with over 30 years advising private clients, specialising in pension planning for NHS professionals. Previously a senior adviser at Sandringham Financial Planning.
Principals & officers · per Companies House
what is this? ⓘDirector · British · since 2023
David Robert Stead — 75–100% of shares, 75–100% of voting rights, right to appoint and remove directors
Frequently asked questions
- What sectors does Oakcrest Private Office focus on?
- Oakcrest Private Office focuses on Sector Agnostic.
- Where is Oakcrest Private Office located?
- Oakcrest Private Office is headquartered in London, GB.
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