Helen Blackburn talks about Wealth Management

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Your Local Independent Financial Advisor IFA and Wealth Manager

Oaklands Wealth Management is an Independent Financial Advisor (IFA), regulated by the FCA, providing lifetime financial advice. We serve clients all around the Midlands region from our offices in Sutton Coldfield.

As a boutique wealth manager and pension specialist, we provide tailored Independent Financial Advice, Wealth Management, and Retirement Planning for individuals or families with over £500,000 in pensions or savings. For defined benefit or final salary pension transfers we have a minimum transfer value of £650,000.

Whether you are still building your pension, drawing retirement income or want to consolidate existing pensions, we can help with our British Standard 8577 accredited service.

At Oaklands our ISO 22222 certified advisors also hold pension transfer specialist qualifications and are experienced in advising on all forms of pensions.

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 with our pension advice and cashflow modelling.

We don’t charge for meetings, however many you need, so why not contact us now to arrange your first chat? Every great journey begins with a single step . . .

What are you looking to do with your money?

Invest a lump sum

Invest a settlement, inheritance or asset sale

Sort out pensions

Use pension freedoms to invest or draw income

Money back guarantee

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

Our Service

The second most visited page on our website last year, after our home page, was our team page.

People like to know whom they’re dealing with and if they’ve got the right credentials.

I’m sure you’ll be no different, so take a peek through to our service page.

You’ll find all about our team, our fees, and of course, the service you can expect from us.

Ready to get in touch?

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