Retirement spending surprises
Retirement spending surprises Recent research has cast a new light on retirement spending habits. Do you expect your …
Read more 
Pension tax relief knowledge gap
Pension tax relief knowledge gap How well is the tax relief on pensions understood? Research suggests not well at all, …
Read more
Exactly What Date Can I Retire?
Exactly What Date Can I Retire? More people than ever are asking the question how soon can I retire. Some have a fear t…
Read more
The 6 Essential Steps to Retirement Planning in Your 50’s
The 6 Essential Steps to Retirement Planning in Your 50's In your 50's and bursting to write your resignation letter? …
Read more
The state of retirement in 2022
The state of retirement in 2022 An annual survey from major investment manager Abrdn (The re-branded Aberdeen Asset Man…
Read more
How do I start planning for retirement?
How do I start planning for retirement? Are you over 50 and starting to think about retirement? For many the last coupl…
Read more
The True Cost of Surging Inflation
The True Cost of Surging Inflation As inflation hits a 30-year high in the UK, double-digit price increases could be on…
Read more
Not quite as safe as houses – the rising cost of bricks and mortar
Not quite as safe as houses – the rising cost of bricks and mortar House prices rose by around 10% in 2021 – their …
Read more
The patchwork effect of rising inflation
The patchwork effect of rising inflation 2021 ended with inflation sitting at 5.4%, but it may not have felt like that …
Read more
Holding back the years: the new State Pension Age dilemma
Holding back the years: the new State Pension Age dilemma The government has nearly finished its review of the next sta…
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.
Schedule a chat
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...
“Following my divorce, Helen took complete control of consolidating all my individual pensions into one product after advising me carefully what she considered the best product for my needs and risk profile. She explained everything clearly in language I understood, and my investment is achieving far greater growth than expected.”
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 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.
