
Lessons from Rising Inflation and Interest Rates
Lessons from Rising Inflation and Interest Rates As 2021 drew to a close, inflation finally forced the Bank of England…
Read moreLessons from Rising Inflation and Interest Rates As 2021 drew to a close, inflation finally forced the Bank of England…
Read moreWhere to start with retirement planning? There is a moment in time for us all when the penny drops. …
Read moreThe danger of a Woolie's Pick ‘n’ Mix approach to investing Now and then we have enquiries from clients wishing to …
Read moreIt’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.
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Monthly Fund Analysis
2 Investment Portfolio Reviews Per Year
“Upon leaving Rolls-Royce after 26 years, I wanted to transfer my pension into an investment fund but find anything investment related a ‘black art’. Helen reviewed my circumstances and risk profile to develop my portfolio. Every Oaklands’ team member I’ve seen is an established professional and I would recommend Helen and her team in a heartbeat.”
“Deciding to retire early I needed professional ongoing advice to navigate our financial future. Upon visiting Oaklands, the options were clearly explained and a risk analysis undertaken. Even during these strange times, regular reviews and conversations are taking place and I felt I made the right decision choosing Oaklands.”
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.