
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. …
Read moreWhere to start with retirement planning? There is a moment in time for us all when the penny drops. …
Read morePension lifetime allowance cuts on the horizon New HMRC statistics show the lifetime allowance continues …
Read moreCan a pension transfer be refused? If your question is relating to a Defined Benefit (DB) or Final Salary pension trans…
Read moreIs the transfer value of a pension the same as the cash value? I am thinking here the answer to this should be yes. …
Read moreHow does a pension transfer work? In answering this question we have to be clear whether you are enquiring ab…
Read moreHow do I transfer my pension from one company to another? To answer this question you need to consider if you…
Read moreCan I transfer my pension myself? The answer to this question is ‘yes and no’. It depends on…
Read moreThe 3 Stage Pension Transfer Process The aim of pensions transfer triage is to give a prospective client sufficient inf…
Read morePension Transfer Gold Standard Award We are proud to announce this month we have been awarded the Pension Transfer Gold…
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.
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
“I have been using Oaklands’ services since 2007, following my changed financial circumstances from divorce. Helen’s advice and handling of my investment portfolio has enabled me to become more relaxed about my financial situation and to not worry as much as I did in the early days, when handling finances was new to me.”
“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.”
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.