- Understanding your working or retirement phase
- Income and expenditure planning
- Consolidation of any under-managed pensions
- Analysing your use of tax-efficient saving
Never Run Out Of Money . . .
When you want to go to sleep each night ... safely knowing your retirement money will never run out - reserve your copy of our Retirement Planning Guide.
It includes the 10 questions you must ask ANY financial advisor
Plus 35 client stories of life-changing advice.
Kind Regards
FREE INVESTMENT REVIEW
Value £250
Optimise Your Retirement Lifestyle
Over £500k in pensions or savings?
Call now to reserve yours
0121 728 2204
Value £250
Optimise Your Retirement Lifestyle
Over £500k in pensions or savings?
Call now to reserve yours
0121 728 2204
Helen Blackburn, Managing Director
PS. Where will you be in 30 days from now if you choose not to download your copy of our Free Retirement Planning Guide? No doubt still worrying about whether you'll have enough money to live the lifestyle you deserve in retirement.
It doesn’t have to be this way. Claim yours today while it’s fresh on your mind.
Our Retirement Planning Service
Analysing Your
Current Situation
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.
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.
Wondering about your future lifestyle?
Have you over £500,000 in pensions or savings?
Reserve your FREE Investment Review (worth £250).
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 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.
Wondering about your future lifestyle?
Have you over £500,000 in pensions or savings?
Reserve your FREE Investment Review (worth £250).
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 appointments@oaklandswealth.com
12A Duke Street
Sutton Coldfield
West Midlands
B72 1RJ
