OUR FIRST PRIORITY IS YOUR FAMILY’S WEALTH.
We also feel the world is a better place when we help others. Over the years, we have given to many good causes where a member of the team or a client is doing something worthwhile to fundraise for charity.
We also wanted to go a step further and embed an ethos of giving as we go about our daily business. So every time we do business we make something good happen beyond ourselves.
5 years ago we decided to make a small donation every time we:
– Perform a client investment review
– Welcome a new client to our service
At the end of every month we add up the number of reviews and new clients and send a payment to one project or charity of the team or clients’ choosing.
These are small amounts, which don’t impact on your fees or our sustainability, though make a difference to the lives of others in need, over time.
BUSINESS FOR GOOD
As well as our donations to UK based charities, we also fund projects through our lifetime partnership with B1G1 – Business For Good, so we can fund some helpful projects right around the world. These have included:
– Providing goats to Kenyan families to generate income from the sale of milk and cheese
– Giving 3 nourishing meals a day to orphans and underprivileged children in Katmandu, Nepal
– Supporting Afghan women to set up kitchen gardens to feed their family and generate income
In case you’re wondering, this doesn’t increase your fees, nor does it come out of your investments.
These are simply modest amounts that given each month from our business have the power over time to really help people in need.
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...
“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.