
Retirement spending surprises
Retirement spending surprises Recent research has cast a new light on retirement spending habits. Do you expect your …
Read moreRetirement spending surprises Recent research has cast a new light on retirement spending habits. Do you expect your …
Read morePension tax relief knowledge gap How well is the tax relief on pensions understood? Research suggests not well at all, …
Read moreThe 6 Essential Steps to Retirement Planning in Your 50's In your 50's and bursting to write your resignation letter? …
Read moreThe state of retirement in 2022 An annual survey from major investment manager Abrdn (The re-branded Aberdeen Asset Man…
Read moreSpiking inflation: what's going on? In April, UK inflation reached a level not seen since the early 1980s Source…
Read moreHow do I start planning for retirement? Are you over 50 and starting to think about retirement? For many the last coupl…
Read moreLooking after your pennies With inflation hitting 6.2% in February and outstripping wage growth, make sure you are payi…
Read moreThe True Cost of Surging Inflation As inflation hits a 30-year high in the UK, double-digit price increases could be on…
Read moreConfused by New NICs changes? The changes to national insurance contributions (NICs) announced in the Spring Statement …
Read moreJARGON BUSTER: Measures of Inflation Measures of inflation are used by the Government to calculate levels of …
Read moreIt’s easy to move on from another advisor.
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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.
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“After great dissatisfaction with the service of major high street banking group I approached Oaklands to manage my pension and investment portfolio. They have provided sound advice on pre- retirement planning and achieved a good return on our capital as well now in retirement. The service offered by Helen and the team at Oaklands is second to none.”
“Following my divorce, Helen took complete control of consolidating all my individual pensions into one product after advising me carefully what she considered the best product for my needs and risk profile. She explained everything clearly in language I understood, and my investment is achieving far greater growth than expected.”
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.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.