Oaklands Defined Benefit Transfer - G - Oaklands Wealth Management

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5 Smart Reasons to Consider
Transferring Your Pension

  1. Pension Transfer values are sky high… and the stock market at a low point – a unique combination of factors likely to last only a few months.
  2. With the pension under your control it becomes a valuable on-going asset for you and your family
  3. From age 55 you have flexibility to draw income and lump sums from your pension to spend as you wish.
  4. Unlimited FREE advisor meetings to assess your situation and discuss if a pension transfer is right for you.
  5. Truly Independent and Expert Advice from specialists awarded British Standard 8577 for service & investment process.
Reviews and Ratings for Financial adviser Helen Blackburn, Birmingham
How To Know If You Should Transfer Your Company Pension

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Why Oaklands Wealth Management?

Trust

Oaklands Wealth Management is proud to look after the pensions and investments of hundreds of clients throughout their lifetime. You can find over 70 client reviews of our service on the independent trust site Vouched For.

Experience

Since 2013 we’ve held British Standard BS8577 for financial planning and advice. Since 2010 our principal adviser, Helen, has been awarded the International Standard ISO 22222 for personal financial planning, so you can be sure that you are in safe hands.

Proximity

We are based in Birmingham and serve clients in the surrounding areas. What’s more, it costs absolutely nothing to come and chat with our team. We’ll spend as much time in as many meetings as you need to see if we are the right advisers for you.

Guarantee

You really don’t have anything to lose with our simple guarantee – if you become a client, and we don’t meet your expectations and you leave within a year, then we’ll refund you all of the service fees that you have paid to us.

How It Works

1

Step 1 Free appointments with our qualified advisers.

2

Step 2 A thorough assessment of your situation and objectives.

3

Step 3 Recommendations on whether a transfer is suitable for you.

Our Fees

We have an Initial Advice Fee and an annual Service Fee.

Our Initial Advice Fee is 1% of your investment value.

For investments of £1 million + we waive this fee.

Pension Transfers have an initial advice fee of £7,500

Our annual Service Fee is a % of investment value:

  • Up to £1 million a 1% fee from your fund.
  • Between £1 and 4 million a 0.75% fee from your fund.
  • Investments over £4 million a 0.60% fee from your fund.

Annual fund provider & platform charges average 1% of fund value.

We do not charge for withdrawals or fund switches.

Guarantee

Ready to Discuss Your Requirements?

A Word From
Helen Blackburn,

Founder of Oaklands Wealth Management

Protecting Your Life’s Work

I’ve been running Oaklands Wealth Management since 2004 and I’ve realised our clients, with a diverse set of situations, have one thing in common:

They all want to be looked after by people they can get on with, as well as trust with their money.

If you choose us, you’ll get the same level of attention I apply to 3 generations of my own family – my parents, my husband and my daughter (though aged 7 she doesn’t have much choice!).

Yes, the same investment process, the same care. Nothing less.

We are directly authorised and regulated by the FCA to give independent financial advice within the UK. This allows us to advise on the best investment solutions from the whole of the regulated market for pensions and investments.

How Ian’s Pension
Transfer Worked For Him.

What were the circumstances that caused you to look for an IFA?
After leaving Rolls-Royce after 26 years, I wanted to transfer my pension into an investment fund but I find anything pension or investment related a ‘black art’.

How did Helen Blackburn help you?
Helen reviewed my circumstances and asked me to complete a risk profile questionnaire, which was then used to develop my portfolio.

What is your current situation? Have you seen the outcome you were hoping for?
Definitely, I also appreciate being made to feel part of the Oaklands family, every team member I have come across is an established professional and a pleasure to interact with.

What could they have done better?
I wish I could find a fault, but I’m not going to invent one when one really and truly doesn’t exist. I would recommend Helen, including the whole Oaklands team, in a heartbeat.

A Friend For Your Financial Journey

You know that money can’t buy you happiness. But it’s a lot easier to be happy when you don’t have to worry about your money! When you know your investments are being looked after by a trusted friend, it’s easier to pursue your hopes and dreams and goals. It’s called peace of mind. That’s what our clients tell us they want above all else. So, our culture, values, and guarantees focus on delivering exactly that. Peace of mind. When you join the Oaklands family, you’ll always know how your investments are performing relative to your financial goals. We’ll meet for regular reviews, of course. And, we’ll always be on hand to chat things through if your situation changes or you need to ask questions.