2020 was a year which changed all our pre-conceptions about contact. If you’re anything like us, we always prefer face-to-face meetings.
Though our service continues as normal, sadly that’s not possible at present. As the next best thing is a Zoom call we can still see each other and you’ll get a feel for our approach.
Every day you’re not properly invested affects your future. So let’s see if we can help. If you have over £500,000 in pensions or savings or over £650,000 as a potential pension transfer call us now on 0121 355 4455 or email at firstname.lastname@example.org
HOW TO FIND US
12A Duke Street, Sutton Coldfield, West Midlands B72 1RJ
We are on the first and second floors in the building next to the Duke Inn.
is directly opposite our office, on a pay and display car park. Duke Street is one-way and needs to be approached from Holland Road.
NEAREST RAILWAY STATION
Sutton Coldfield on the cross-city line from Birmingham New Street.
4 miles from the M6 Spaghetti Junction, following the A5127, Birmingham to Lichfield Road.
10 miles from Lichfield, following the A5127 Lichfield to Birmingham Road.
At the junction of the Empire Cinema please turn into Holland Road and take the second left into Duke Street.
The car park is about a quarter of a mile up on the right hand side, opposite the Duke Inn.
SAT NAV POSTCODE
Duke Street, Sutton Coldfield B72 1RJ – you will arrive at the pay and display car park opposite the Duke Inn and our offices.
WE REALLY ARE A FRIENDLY BUNCH, SO DO GET IN TOUCH.
Of course, you’ll need to look around at other firms. We know that. Just be sure to compare the level of service we offer. We all know the feeling when something’s just right, with the right conversation.
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.
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...
“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.