- You want unparalleled, guaranteed service
- You want 100% transparent fees
- You want thoroughly researched advice on how to get maximum value from your pensions and investments… for the rest of your life.
Wealth Management -
Investing Your Money
with Confidence
Our Investment and Wealth Management Service
Analysing Your
Current Situation
- Understanding your working or retirement phase
- Income and expenditure planning
- Consolidation of any under-managed pensions
- Analysing your use of tax-efficient saving
Clarifying Your
Financial Objectives
- Forecasting your income requirements
- Planning for dependents and life events
- Exploring the fit with your non-financial objectives
- Preparing a recommendations report on your options
Constructing Your
Investment Portfolio
- Measuring your risk profile
- Diversifying across various asset classes
- Using our proven fund-filtering process
- Making tax efficient investment choices
Regular Investment
Reviews
- Performance reviews every 6 months
- Easy read reports with graphs
- Free adjustments to portfolio changes
- Ad-hoc investment advice as you require
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 and ongoing investment reviews.
Have control of your future
Ensure your money supports all phases of your life.
Protecting Your Life’s Work
Transfer or consolidate pensions
Divorce Settlement or Inheritance?
Invest for growth and income
Selling Your Business?
Business sale re-investment to draw income
Why Choose Our Company
Service is Within Our Heart
Investment is nothing without people you can trust to understand your situation.
British Standard Awarded Service
Our company’s investment and service processes are scrutinised annually by Standards International.
Proven Investment Process
A tax efficient investment strategy that will last your lifetime.
12 month Service Guarantee
You have 12 months to see if we meet your expectations. If not, and you leave us, we refund our service fees.
Ready to Discuss Your Requirements?
How Oaklands Helped Rebecca Secure Her Future Wealth
What were the circumstances that caused you to look for an adviser?
Recent divorce. I needed help and advice on what do do with my pension and investments and how best to use the money from my divorce settlement.
How did Helen Blackburn help you?
She spent hours going through all my finances and explained in plain English what she thought the best way forward would be… having never had to do anything like this before it was very daunting and it came at a time when I was feeling most vulnerable.
What is your current situation? Have you seen the outcome you were hoping for?
Absolutely Yes.
How did Helen Blackburn help you?
Nothing so far, she has far exceeded my expectations already.
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.
Oaklands Wealth Management Ltd. is authorised and regulated by the Financial Conduct Authority to give Independent Financial Advice.
Firm Reference Number 432451.
The company holds the British Standard BS8577 for financial advice planning and service. Helen Blackburn, Managing Director, holds the ISO 22222 award for personal financial planning,
Contact
T 0121 355 4455
E info@oaklandswealth.com
12A Duke Street
Sutton Coldfield
West Midlands
B72 1RJ
