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 
Whatever happened to the wealth tax?
Whatever happened to the wealth tax? A new wealth tax to counter the cost of the Covid-19 pandemic was the talk of the …
Read more
New reforms set to simplify divorce in England and Wales
New reforms set to simplify divorce in England and Wales Divorce will become easier thanks to a change in the law from …
Read more
The week which shook the world
The week which shook the world The invasion of Ukraine has shaken emotions and certainties as the world watches a growi…
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
Crypto – Investment or Gamble?
Crypto – Investment or Gamble? Cryptocurrencies are regularly in the headlines and growing in popularity, but are the…
Read more
Lessons from Rising Inflation and Interest Rates
Lessons from Rising Inflation and Interest Rates As 2021 drew to a close, inflation finally forced the Bank of England…
Read more
Focus on Tax Year-End Planning
Focus on Tax Year-End Planning With Christmas and New Year behind us, tax year-end planning should now be on your radar…
Read more
The Autumn Budget – Taxed And Spent
The Autumn Budget – Taxed And Spent After already increasing taxes by £42 billion a year in 2021, the main focus of …
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...
“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.”
A WORD FROM OUR CLIENTS...
“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.”
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.
