Independent Financial Advice Delivered Wherever You Are In The UK

Via Zoom, Phone or In-Person at our Sutton Coldfield offices. Call Our Friendly Team Now 0121 355 4455 to Secure Your Retirement

Oaklands Details

0121 355 4455
info@oaklandswealth.com
12A Duke Street
Sutton Coldfield
West Midlands
B72 1RJ

Oaklands Wealth Management Ltd

Finding an Advisor You Can Trust for Your Financial Journey

Over the last 20 years, I’ve come across 3 types of people looking for financial advice:

  1. Those in their 40s, 50s or 60s who want to know the date they can safely retire with enough money to live on for their lifetime. Without the worry of it running out.
  2. People who have property or businesses they wish to sell and use the proceeds to live off. Or whom have inheritances or windfalls to invest for income.
  3. People disgruntled with their existing advisor looking for a financial review service they are guaranteed to receive.

I’ve built my business on the principle of always advising for others what I advise for myself and 3 generations of my family. I saw 20 years ago a gap for trustworthy Independent Financial Advice based on outstanding service. Different to the sales driven approach I’d witnessed of other IFAs while I was working as a consultant for large investment companies.

I’m proud that I’ve built a highly qualified team who really do care from the bottom of their hearts about our clients and the plans they need to go about their days without worrying about money.

If you’d like to experience our “Oaklands Family Values” just call us on 0121 355 4455 for a chat or pop into the office for a coffee. Or have a browse around our site and click on one of the Get In Touch buttons so we can schedule a good time to talk with you.

Every great journey begins with a single step. Begin yours now.

Kind regards

Helen Blackburn BA(Hons)DipFA MLIBF AwPETR
ISO 22222 Certified
Founder & Managing Director
Oaklands Wealth Management Ltd

Helen Blackburn – Founder & Managing Director

we ask just 3 questions of you to see if this has the makings of a match made in heaven:

Do you want your pensions and savings managed by specialists?
Do you value personal service and an equal relationship between us both?
Do you want lifetime financial advice with regular reviews so you have peace of mind with your investments?

When you’ve answered YES to all 3 we’d love to help you along your financial journey. It’s now just one small step away.

Simply reply by clicking the button below. Then one of our friendly team will telephone you to discover more about your investment requirements.

Book a call

PS. Obviously giving us a try is Risk Free with our 12 Month Money-Back Service Guarantee

A WEALTH OF EXPERIENCE...

Helen Blackburn
MD & Founder of Oaklands Wealth Management talks about her experience.

I set up my independent financial advice company in 2004 after 20 years working for large pension & investment firms.

I regard that time as a long apprenticeship into the sorts of investments folks should be in. Just as importantly too, those to steer clear from.

Be wary of anything with the ‘guaranteed income’ label on it. No funds can hold to such a rash promise. Also run a mile from non-regulated funds, promising double-digit returns.

Our investment process has been honed over the years, though fundamentally the same as it ever was. I believe in active fund management where analysis of the future of companies is considered, not just previous performance.

All our funds we invest in are FCA regulated. And we have a filtering process which whittles down over 3000 funds every month to the selection we choose.

Our performance criteria are set by our investment team and we stick to our principles. Never swayed by emotion.

Using cashflow modelling we forecast your income and expenditure over your lifetime. Then we construct a portfolio adjusted for your risk profile.

Our service includes setting up and managing personal pensions, SIPPs, ISAs and General Investment Accounts. Plus personalised portfolio construction.

And if you have a pot of money from a property or business sale, divorce or inheritance, we can help you generate a tax efficient lifetime income stream.

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MEET OUR FINANCIAL ADVISORS

Click to view profile
Click to view profile

THINKING OF MOVING FROM YOUR EXISTING ADVISOR?

It’s easy to move on from another advisor.
We’ll handle everything.

All that’s needed is for you to sign some letters of authorisation and we’ll do the rest.

None of your investments will be switched into new funds until you’ve agreed with our recommendations and you’re fully happy with any changes we propose.

Book a call

7 KEY FEATURES OF THE OAKLANDS WEALTH MANAGEMENT SERVICE

British Standard BS 8577 Awarded Service

12 Month Money Back Service Guarantee

Lifetime Cashflow Planning

Risk Adjusted Personal Investment Portfolio

ISO 222222 Certified Financial Advisors

Monthly Fund Analysis

2 Investment Portfolio Reviews Per Year

A WORD FROM OUR CLIENTS...

“Helen is outstanding in her knowledge of the pension ‘minefield’ and immediately gave us a feeling of ease when discussing, what is after all, the rest of our financial lives. From the very first e-mail to the ‘sit down’ you have with her, everything is done in plain English. Helen is a model professional in this field.”

Stephen Bannister

A WORD FROM OUR CLIENTS...

“When my circumstances changed through divorce I visited Helen at Oaklands Wealth where she very clearly explained all my options in a way I understood. I’m very pleased with the outcome from the pension and investment advice and Helen couldn’t have been more friendly and helpful.”

Janet Chatterley

A FRIEND FOR YOUR FINANCIAL JOURNEY...

THIS IS NOT A DIY SERVICE – WE TAKE FULL RESPONSIBILITY FOR SETTING UP YOUR PENSIONS AND SAVINGS. FOR LIFE.

No half measures. We don’t set it up then leave you all at sea. We manage your investments ongoing and hold ourselves accountable for steering you through your financial journey.

This phrase came from a client who said that’s exactly what we felt like to him, he said “you are like a friend or good neighbour who’s always got my best interests at heart.”

Whatever the reason you come to us we care. We really care. Like it’s our own money.

Tidying up bit and bobs of pensions and putting them neatly in a pot you have full control over.

Making sure you get all the tax efficiencies legally available to you to enhance your money.

Pointing the microscope on 3,000+ funds and finding the best ones to secure your retirement.

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