Where to start with retirement planning?
Where to start with retirement planning? There is a moment in time for us all when the penny drops. …
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What is the best retirement plan?
What is the best retirement plan? The best retirement plan is quite simply one which leaves you enough money …
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Pension lifetime allowance cuts on the horizon
Pension lifetime allowance cuts on the horizon New HMRC statistics show the lifetime allowance continues …
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How to merge different pensions?
How to merge different pensions? If you are looking to merge different pensions you’ll need to create a per…
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Can I take 25% of my pension and still pay into it?
Can I take 25% of my pension and still pay into it? The 25% of my pension should be referred to as the tax fr…
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How do I transfer my pension from my old job?
How do I transfer my pension from my old job? To answer this question you need to consider if you are looking…
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Should I combine my pension?
Should I combine my pension? There can be many advantages to combining pensions or consolidating pensions as …
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77% of savers don’t know how much they need to retire on
77% of savers don’t know how much they need to retire on Maybe you do know the value of your pension pot right now? …
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Pensions Lifetime Allowance Devaluation
Pensions Lifetime Allowance Devaluation In The March 2021 Budget the chancellor, Rishi Sunak, announced a five-year fre…
Read moreOUR INDEPENDENT FINANCIAL ADVISORS
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.
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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...
“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.”
A WORD FROM OUR CLIENTS...
“I had a number of separate pension pots which I’d built up over my career and I visited Oaklands Wealth for advice on consolidating them. The result has been an investment into a single personal pension which is producing far better returns than I had previously had with the separate pensions. All services and advice from Oaklands have been excellent.”
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.
Maybe transferring a final salary pension if your objectives are better met with your own pension.
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.
