Operational Leadership for Financial Planning, Wealth Management, and IFA firms.
Save up to 90% compared to hiring a full-time COO
WORK WITH OAKSTEER
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.
Designing better operations for better businesses
I’m Alex Stephens, founder of Oaksteer. I work with ambitious financial services firms that need operational leadership, but not another full-time hire. With over a decade in a UK regulated financial services, I bring considered, commercially minded, outcome-driven support as a Fractional COO, interim executive, or board advisor — helping your business align its operations with its ambition.
Experience you can count on
Chief Operating Officer at D’Arblay Wealth
Head of Operations and later COO at Strabens Hall
Senior operations management roles at Investec Wealth & Investment
Member of the CISI Operations Committee
Over 13 years in regulated UK financial services
