Financial advice built to last
Oakspire Capital provides financial planning and investment management for individuals, families and businesses. We take a careful, long-term view, building and protecting wealth with sound advice and steady stewardship you can rely on.
Wealth, planned and managed with care
We help clients build, manage and protect their wealth, bringing a considered, long-term perspective to every decision.
Financial Planning
We build a clear financial plan around your goals and circumstances.
Investment Management
We manage portfolios with discipline and a long-term view.
Retirement Planning
We plan and invest for a secure, comfortable retirement.
Wealth Management
We coordinate and grow your wealth across every part of it.
Estate & Legacy Planning
We help you plan and protect what you pass on.
Business Financial Advice
We advise business owners on their finances and their future.
A steady hand and a long-term view
Sound financial decisions are rarely the loudest ones. We take a careful, long-term view, giving honest advice and managing wealth with the discipline and patience that lasting results require.
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Long-term
We plan and invest for durable results, not short-term noise.
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Disciplined
Considered, evidence-based management of every portfolio.
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Independent
Advice aligned with your interests, not any product.
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Personal
A real relationship with an adviser who knows your situation.
Wealth built and protected over time
We bring careful planning and steady stewardship together, so your wealth grows with discipline and is protected for the long term.
How we work
Understand
We learn your goals, situation and priorities.
Plan
We build a clear financial plan around them.
Invest
We manage your portfolio with discipline.
Review
We meet, review and adjust as life changes.
What our clients say
“Oakspire gave us a clear plan and the steady guidance to stick to it. It has made all the difference.”
“Disciplined, honest and genuinely long-term in their thinking.”
“A real relationship with an adviser who knows us, not just our account.”
Frequently asked questions
Who do you work with?
Individuals, families, business owners and retirees looking for considered financial advice.
Are you independent?
Yes. Our advice is aligned with your interests, not with any particular product.
How do you manage investments?
With discipline and a long-term, evidence-based approach suited to your goals.
How often will we meet?
As often as you need, with regular reviews to keep your plan on track.
Let's plan for the long term
Tell us about your goals and situation, and we'll set out how we can help, in confidence.
Arrange a consultation