Scrimger & Oakes
S&
Financial Advisors
Scrimger & Oakes
St. James's Place Wealth Management Shepherd's Gill, Chester-le-Street DH3 4AN
# Scrimger & Oakes
Scrimger & Oakes is a financial advisory firm based in Chester-le-Street, County Durham, with an additional office in Yarm. The partnership, led by Shaun Scrimger and Aaron Oakes, specialises in delivering bespoke financial planning rather than standardised solutions.
The firm primarily serves private clients seeking comprehensive financial guidance to achieve personal financial objectives. They take a holistic approach, ensuring that financial plans remain effective over time and generate optimal returns. Their philosophy centres on building long-term client relationships through personalised service and expert advice.
What distinguishes Scrimger & Oakes is their commitment to single-relationship financial planning—clients benefit from coordinated guidance across all their financial needs rather than fragmented advice from multiple providers. The team is known for translating complex financial concepts into plain language, making professional advice accessible to those without specialist knowledge.
The firm offers specialised support in tax planning, helping clients develop sustainable habits around tax efficiency as part of broader wealth strategies. They also provide investment, retirement and estate planning guidance, supported by educational webinars and seminars. Client testimonials highlight the exemplary service delivery and the considerable time partners invest in understanding individual circumstances.
With a reputation for excellence built over decades—some clients have been with the firm for 14 years—Scrimger & Oakes combines local accessibility with professional expertise.
Scrimger & Oakes is a financial advisory firm based in Chester-le-Street, County Durham, with an additional office in Yarm. The partnership, led by Shaun Scrimger and Aaron Oakes, specialises in delivering bespoke financial planning rather than standardised solutions.
The firm primarily serves private clients seeking comprehensive financial guidance to achieve personal financial objectives. They take a holistic approach, ensuring that financial plans remain effective over time and generate optimal returns. Their philosophy centres on building long-term client relationships through personalised service and expert advice.
What distinguishes Scrimger & Oakes is their commitment to single-relationship financial planning—clients benefit from coordinated guidance across all their financial needs rather than fragmented advice from multiple providers. The team is known for translating complex financial concepts into plain language, making professional advice accessible to those without specialist knowledge.
The firm offers specialised support in tax planning, helping clients develop sustainable habits around tax efficiency as part of broader wealth strategies. They also provide investment, retirement and estate planning guidance, supported by educational webinars and seminars. Client testimonials highlight the exemplary service delivery and the considerable time partners invest in understanding individual circumstances.
With a reputation for excellence built over decades—some clients have been with the firm for 14 years—Scrimger & Oakes combines local accessibility with professional expertise.
Services offered
Tax planningInvestment planningRetirement planningEstate planningWealth managementFinancial advice for private clientsPortfolio managementFinancial planning seminars