Oaksteer Information

Oaksteer provides flexible, board-level operational leadership for ambitious financial services firms. Whether you're scaling, restructuring, or tackling operational challenges, Oaksteer helps you build the structure, discipline, and resilience to grow without the cost or commitment of a full-time hire. Founded by Alex Stephens, a Chartered Fellow of the CISI with 13+ years' experience across financial planning, investment management, and platform operations, Oaksteer gives growing firms access to proven COO-level expertise - typically delivering a 50–90% cost saving compared to a permanent executive. Services: Fractional COO — Ongoing, part-time operational leadership tailored to your firm Interim COO — Executive continuity during change, growth, or transition Operations Consulting — Scoped, outcome-led transformation projects Non-Executive Director (NED) — Independent oversight with operational depth Areas of focus: • Scalable operating models • Regulatory alignment • Commercial and strategic execution • AI, automation and process improvement • Data, MI and reporting structures Oaksteer combines strategic thinking with hands-on delivery, helping firms turn operational ambition into reality. Most engagements are structured outside IR35, and designed for flexibility, efficiency, and measurable value.