Oaklands Wealth Management

Who we are

At Oaklands Wealth we believe in straight talking, sound advice. And we back it with first class personal service for individuals and families with at least £500,000 to invest.

To find out if we’re right for you, let’s first find out who you are.

There are 3 types of investor. Which one are you?

The Self Investor – folks who like to pick their own funds.
The Pound Stretcher – those for whom cost is the main consideration.
The Service Seeker – people who value personal service and results.

If you’re either of the first two, then please don’t waste your time here – we are not for you!

If however, you’re after full personal service with long-term performance, then we’re here for you.

Meetings with us are entirely free, so click on the button below to book yours.

To find out more about our fees, service, team and charities please click below

A word from Helen Blackburn, founder of Oaklands Wealth Management

Helen Blackburn

I’ve been running Oaklands Wealth Management since 2004 and I’ve realised our clients, with a diverse set of situations, have one thing in common:

They all want to be looked after by people they can get on with, as well as trust with their money.

I set up my company on one overriding principle:

If you choose us, you’ll get the same level of attention I apply to 3 generations of my own family – my parents, my husband and my daughter (though aged 5 she doesn’t have much choice!).

Yes, the same investment process, the same care. Nothing less.

We are directly authorised and regulated by the FCA to give independent financial advice within the UK. This allows us to advise on the best regulated investment solutions from the whole of the market for pensions and investments.

Every year we have 2 external checks on our service

Each year we ask others to do 2 things to check our service remains the best it can be.

Firstly, we ask our clients to complete a survey on what they like and what they wish to us to do differently.

Secondly, we invite Standards International to look over our investment, compliance and service processes.

They have awarded us the British Standard BS8577 for financial planning and advice since 2013  – only 67 UK independent advice firms met this standard in 2016.

They have also awarded our principal adviser, Helen Blackburn, the International Standard ISO 22222 for personal financial planning since 2010.

Money back guarantee

12 months to meet your expectations
Our fees refunded if you leave us in a year
(excluding fund & provider fees)

 

A few words from our clients

Click on the video to
hear what our clients
think about our service.

 

Ready to get in touch?

Click the button to email us,
and we’ll fix a time to talk.
Discover how we can help.