Board-Level Operational Leadership, Built for Flexibility
Fractional and interim COO support for ambitious financial services firms. Scale operations, improve resilience, and grow with confidence, without the cost of a full-time hire.
Oaksteer provides outcome-led operational leadership for financial planning, investment management, and wealth firms.
Led by Alex Stephens, a Chartered Fellow of the CISI with over 13 years' experience, Oaksteer supports firms facing operational complexity, regulatory demands, or the challenge of scaling sustainably.
Whether you’re looking for part-time executive input, cover during a leadership gap, or scoped project support, Oaksteer brings clarity, structure, and hands-on execution.
How I Can Help
Fractional COO
Strategic, part-time operational leadership tailored to your business goals.
Interim COO
Short to medium-term executive leadership during key moments of change or growth.
Consulting
Project-based support to streamline processes, reduce risk, and deliver transformational change.
NED Appointments
Independent board input grounded in operational depth and regulated sector knowledge.
Results You Can Expect
Process Automation
Improved Resilience
Elevated Client Experience
Aligned Strategy & Operations
Reduced Ongoing Costs
Enhanced Scalaibility
Why Oaksteer?
Founded by Alex Stephens, a Chartered Fellow of the CISI and former COO with a track record of senior operations leadership across financial services firms.
13 years in financial planning, investment management, and platform operations
Flexible, tailored support — most engagements structured outside IR35
Combines strategic insight with hands-on delivery