Profile

Contact Details


Member: Luke Oscar
Company: Parallel Wealth Management
Phone: 01473 550 492
Mobile: 07530 444 759
Emailluke.oscar@sjpp.co.uk
Website: www.parallelwealthmanagement.co.uk
Nexus Role: Member
Category: Financial Advisor

Services

  • Tax Year End
  • Investment Planning
  • Retirement Planning
  • Protection Planning
  • Corporate Services
  • Banking
  • Mortgages
  • Intergenerational Planning
  • Wealth Management
  • Inheritance Planning
  • Corporate Pensions
  • Trustee Services
  • Estate Administration
  • Junior ISAs
  • ISAs
  • Unit Trusts
  • Growth Portfolios
  • Income Portfolios
  • Offshore Investments
  • Investment Bonds
  • Retirement Planning
  • Nearing Retirement
  • Trustees
  • Later Life Planning
  • Long Term Care
  • Tax Mitigation
  • Exit Strategy 
  • Cash Management
  • Other Lending

Business Profile

Luke Oscar is a Financial Advisor at Parallel Wealth Management. Having previously worked for one of the top 10 accounting firms in the UK. Luke decided that by combining his accountancy background with a career in wealth management would mean he would be perfectly positioned to provide technical advice.

Luke is a proactive networker, who is keen to build connections and develop relationships with those he can help now and in the future.

Parallel Wealth Management Limited is a partner practice of and represents St. James’s Place 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.