
The state of retirement in 2022
The state of retirement in 2022 An annual survey from major investment manager Abrdn (The re-branded Aberdeen Asset Man…
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.
The state of retirement in 2022 An annual survey from major investment manager Abrdn (The re-branded Aberdeen Asset Man…
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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
“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.”
“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.”
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.