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…
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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...
“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.”
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.”
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.
