
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 moreHere’s a little action plan to get you going:
Ask about the service they receive, the fees they pay. Bear in mind though you may have different requirements and a different level of investment.
Some advisors will offer their service to anyone, whereas others will have a minimum investment value. Others may specialise in specific sorts of client eg. business owners or companies.
If you are looking for specific help, such as investigating a pension transfer, then be sure to enquire if the firm has the right specialists to advise you.
See if they have any additional external accreditation such as British Standard 8577 or ISO 222222 to back up their claims of good service and investment process.
I think by the time you’ve cross-referenced the answers to each of these you’ll have whittled down your selection to one or two advisors who seem the most professionally competent and operate within a supportive and reputable firm.
All of this is a very rational and sensible process when you are dealing with money matters. Though bear in mind research shows time and again we make decisions far more on an emotional basis than we might at first think.
In this regard, instinct can serve you well in sussing out which out of your shortlist are really interested in you . . . not just your money.
Interested in finding out more?
Seeking a second opinion on your financial future costs you nothing.
Simply call our friendly team on 0121 355 4455 or drop us an email to
appointments@oaklandswealth.com to arrange a confidential chat.
Oaklands Wealth Management, founded by Helen Blackburn in 2004 advises
clients around the Midlands on retirement planning, pensions & investments.
Her firm holds British Standard BS 8577 for client service & investment process.
Minimum investment is £500,000 (£650,000 for pension transfers).
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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.
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
“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.”
“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.”
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.