
What is the best retirement plan?
What is the best retirement plan? The best retirement plan is quite simply one which leaves you enough money …
Read moreWe are proud to announce this month we have been awarded the Pension Transfer Gold Standard by the Personal Finance Society*.
In dealing with a firm adopting the Pension Transfer Gold Standard, you can expect we will exceed the usual Financial Conduct Authority (FCA) criteria for financial advisors.
Specifically, we will:
We have two Pension Transfer Specialists – Helen Blackburn and Nick Hampton, who would be pleased to have an initial chat with you if you are considering transferring your pension.
Call us now on 0121-355-4455 or email us at appointments@oaklandswealth.com to reserve your appointment.
*The Personal Finance Society is the professional body for the financial advisory profession in the UK, whose role is to promote ethical behaviour, high standards of professionalism for technical knowledge and client service for the ultimate benefit of the profession and consumer alike.
What is the best retirement plan? The best retirement plan is quite simply one which leaves you enough money …
Read more77% of savers don’t know how much they need to retire on Maybe you do know the value of your pension pot right now? …
Read moreTriple Lock shifts to Double Lock in 2022 The temporary Triple Lock suspension has cost pensioners up to £9.35 a week.…
Read moreIt’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.
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
“Deciding to retire early I needed professional ongoing advice to navigate our financial future. Upon visiting Oaklands, the options were clearly explained and a risk analysis undertaken. Even during these strange times, regular reviews and conversations are taking place and I felt I made the right decision choosing Oaklands.”
“I had a number of separate pension pots which I’d built up over my career and I visited Oaklands Wealth for advice on consolidating them. The result has been an investment into a single personal pension which is producing far better returns than I had previously had with the separate pensions. All services and advice from Oaklands have been excellent.”
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.