Meet the team
You’ll be in good hands with our experienced team of experts who are specialists in what they do.
David Stead
Founder
David founded Oakcrest Private Office in 2023, having spent 13 years providing bespoke financial advice to high net worth clients and their families. Prior to founding Oakcrest, David was an investment adviser, and a bespoke discretionary investment manager and has historically held senior banker positions at Coutts, Investec and Weatherbys Private Bank.
Working with a wide range of clients, David implements and maintains a clear financial plan for each client, meeting them regularly to ensure plans remain on track.
In 2023, David completed an Executive MBA (PLDA) at Harvard Business School. He has also been recognised as one of the future leaders in wealth management by Citywealth, which awarded him Senior Private Banker of the Year in 2021 and Financial Advisory Individual of the year in 2024.
David has also been recognised as one of the “Top 40 under 40” advisers in wealth management in the UK (as awarded by PAM)
Chris Johnson
Adviser
Chris joined Oakcrest Private Office in 2025, bringing with him over 30 years of experience advising private clients on all aspects of their wealth. Throughout his career, Chris has built a reputation for providing thoughtful, practical, and highly personalised financial advice, with a particular specialism in helping NHS professionals navigate the complexities of pension planning.
Before joining Oakcrest, Chris was a senior adviser at Sandringham Financial Planning, where he supported a wide range of clients – from senior consultants and GPs to high-earning professionals and their families – in structuring their finances for long-term security and tax efficiency. His deep knowledge of the NHS Pension Scheme, combined with his ability to translate technical pension rules into clear strategies, has enabled hundreds of medical professionals to make confident decisions about their retirement and broader financial goals.
At Oakcrest, Chris works closely with David to ensure clients receive a seamless, holistic service that addresses every stage of their financial journey. His empathetic, steady approach and commitment to continuity make him a trusted adviser to multiple generations of client families.
Contact us
Our team is here to answer your questions. Get in touch today.
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