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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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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Can a pension transfer be refused?
Can a pension transfer be refused? If your question is relating to a Defined Benefit (DB) or Final Salary pension trans…
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Is the transfer value of a pension the same as the cash value?
Is the transfer value of a pension the same as the cash value? I am thinking here the answer to this should be yes. …
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How does a pension transfer work?
How does a pension transfer work? In answering this question we have to be clear whether you are enquiring ab…
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How do I transfer my pension from one company to another?
How do I transfer my pension from one company to another? To answer this question you need to consider if you…
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Can I transfer my pension myself?
Can I transfer my pension myself? The answer to this question is ‘yes and no’. It depends on…
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The 3 Stage Pension Transfer Process
The 3 Stage Pension Transfer Process The aim of pensions transfer triage is to give a prospective client sufficient inf…
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Pension Transfer Gold Standard Award
Pension Transfer Gold Standard Award We are proud to announce this month we have been awarded the Pension Transfer Gold…
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...
“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 WORD FROM OUR CLIENTS...
“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.”
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.
