Dipesh Shah
DipPFS, CeMAP, MSc, BA Honours
Founder & Director
Dipesh Shah is the Founder and Director of Oakdale Financial Services, established in January 2011 with a simple ambition: to build a financial planning business where clients always come first.
Following his MSc in International Securities, Investment and Banking from the ICMA Centre at the University of Reading, Dipesh began his career as a Financial Adviser in Banking, before establishing Oakdale.
Over the years, Dipesh has had the privilege of helping many individuals, families and business owners navigate their financial journeys, from building and managing wealth and planning for retirement to protecting loved ones and preparing for the future.
His approach is centred on listening, understanding and building trust. Dipesh believes that financial advice should never be about simply recommending a product or following a conventional approach. Every recommendation should have a clear purpose and be made because it is in the best interests of the client.
Since founding Oakdale, he has built the Practice around integrity, long-term relationships and personal service, with many client relationships extending to their families and the next generation.
His long-term vision is to continue building a modern, forward-thinking financial planning practice while never losing sight of what matters most: the client remains at the centre of everything Oakdale does.
“For me, financial advice is about people, not products. It is about understanding what matters to each client, earning their trust and making sure every recommendation has a genuine purpose. I want Oakdale to be a business that clients and their families can trust for many years to come.”
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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.
