Our team

What I’ll do for you:

• I can advise you on all pension & investment matters.
• I’ll analyse our recommended funds on a monthly basis.
• I’ll meet with you regularly to review your portfolio.

My job is to make sure you are 100% satisfied, all the time.

I served my time in a 17 year ‘financial apprenticeship’ at investment companies including Brown Shipley private bank, Albany Life and Scottish Equitable, before I set up Oaklands Wealth in 2004.

I had served hundreds of advisers and taken mental notes on the service their clients received, or too often didn’t receive.

I thought we could do better. I believed many people wanted more personal, unbiased advice, based on their unique needs and looking to their long term benefit. And I believed we should be judged on results.

So I resolved from Day 1 that clients should be treated as individuals and their investment portfolios should reflect that – and be regularly reviewed. We have never undertaken any business that does not hold us to account year after year.

It makes my day when clients say how well we have understood them as individuals and what difference our advice has made to their lives. That’s when I feel we’ve done a good job.

In my spare time I gravitate towards the countryside either on horseback or my own legs, training for runs so I can keep up with my young daughter who could give Mo Farah a run for his money!

What I’ll do for you:

• I can advise you on all pension & investment matters.
• I’ll run cashflow projections for your retirement.
• I’ll meet with you regularly to review your portfolio.

I joined Oaklands in January 2019 as Senior Investment Advisor and have enjoyed building long term relationships with our clients, helping them achieve their financial goals.

My 38 years experience in pensions and investments has been gained working in client service and advice roles for both small independent advisors and national firms. My specialism is pensions, where my goal is to demystify and make understandable what is often seen as being a very complex area.

Outside work you are likely to find me in the gym most days whilst DIY and car building keep the engineering side of my persona happy!

Downtime, I enjoy craft beer and real ale and travel.  My favourite destinations are Fuerteventura and Croatia but I also like the far east and going off the beaten track.

What I’ll do for you:

• I manage the Business Administration Team & the Client Services Team.
• I’ll book your appointments with Helen and Nick.
• I send you our investment and service updates.
• You are welcome to call me if unsure who to speak to.

Since 2005 I have supported the Directors every day, co-ordinating their diaries, preparing monthly reports to the Board and overseeing the financial monitoring and accounting aspects of the business.

I also manage communications with clients and professional colleagues and arrange the calendar of events throughout the year.

In 2012 I dusted off my ballet shoes and when I am not in the office I am reliving my childhood pleasure of dancing after 12 years.

I have 3 main objectives to achieve at Oaklands.

My first is to ensure all our systems and processes are lean and efficient so we can deliver a secure, effective service, time after time. Quite simply, if our systems serve us well we can serve you better.

Good systems free up time for our people to spend on the things that really matter – being able to speak with you personally and manage your portfolio.

My second objective is to market our service to potential clients and their lawyers and accountants, so we can support them all in a complementary way.

My third is to keep an eye on our own finances so Oaklands continues to thrive and be there for clients long term.

Beyond work I persevere with a couple of major goals of running faster marathons and playing acoustic and electric guitar to a decent standard. Both require ‘mind over matter’ to improve!

My job is to apply the wisdom of experience.

I help the senior management team to continually improve the service we offer; to advise, comment, suggest – and sometimes warn.

Like Helen, I could see there was room for something better in the realm of financial advice. This was after having spent a lifetime – 40 years – in financial services.

I built a large Independent Financial Advice company in the West Midlands dealing with many national firms and senior executives.

As the Chair I get great satisfaction from applying the knowledge I gained (including those things I learned not to do) a second time around.

We hold regular Board meetings to discuss our investment approach, client service and ensure we meet all regulatory and financial requirements.

Ultimately it is up to me to hold the Board accountable for keeping our promise – of providing a quality of service, second to none.

In my own time I now take the opportunity to travel to interesting parts of the World and some long distant walks across our own beautiful countryside.

What I’ll do for you:

• I can help with top-ups or withdrawals to your investments.
• Retirement income projections.
• If your accountant requires tax information I can provide that too.
• I assist the advisers with preparing your reports for pensions, investments & defined benefit transfers.

I worked in my previous administration and paraplanning role for 21 years. Since joining the Oaklands team in 2017, I have loved the variety of work and it is very refreshing working closely with people who share the same values as I do.

I especially love speaking to the clients and helping them with any queries.

Outside work my interests are keeping fit, travelling and spending time with my family.

What I’ll do for you:

• I can help with any changes to top-ups or withdrawals to your investments.
• If your accountant requires tax information I can provide that too.
• I assist the advisers with preparing your reports for pensions, investments & defined benefit transfers.
• I process any new pension and investments you make.

After 9 years experience working with other financial advisers, and gaining a financial services degree, I joined the Oaklands Team in 2017 as a Client Services Administrator.

I have been made welcome by the great team that we have here and it’s refreshing to work for a company that are so client focused where nothing is too much trouble. I enjoy the variety in my role where no day is the same and I like the interaction we have with clients on a daily basis.

Outside of work usually involves being Mom’s Taxi, taking my children to various activities. When I do relax I like going to watch the football, cinema and socialising with friends.

What I’ll do for you:

• I prepare documentation for your review meetings & action any follow up work required
• You can call me to request valuations & updates to your plans
• I carry out cashflow analysis and create reports in preparation for client meetings
• I assist the advisers with monthly fund research

I have experience of working within a financial advisory environment since 2013; within that time I have achieved the Investment Advice Diploma. I look forward to continuing my professional development here at Oaklands.

I joined Oaklands in January 2021 as a Client Services Administrator and I really enjoy how diverse the role is. The Oaklands team have made me feel welcome and valued; it’s a pleasure to work alongside such a professional, dedicated, and caring team.

Outside of work, I spend my time studying towards a psychology degree, keeping fit and reading. I also enjoy travelling and socialising with friends and family.

What I’ll do for you:

• I prepare documentation for your review meetings & action any follow up work required
• You can call me to request valuations & updates to your plans
• I assist the advisers with administration for power of attorney
• I chase providers for new business submitted

I had the pleasure of joining Oaklands Wealth Management in October 2021 as a Client Services Administrator.  I have previously worked in the financial services industry for over 27 years.

I love being part of such an amazing team here at Oaklands and the variety of work my role has to offer.

Outside of work, I enjoy family time and holidays and am currently studying for my Financial Adviser Diploma.

What I’ll do for you:

• You’ll hear from me when you are due a review meeting
• I can book or rearrange review appointments with an adviser.
• I send you charity donation letters following your review or when you refer a client to us.

I enjoy being able to apply my organisational experience at Oaklands, having gained a variety of skills within my hospitality management roles in the previous 20 years.

Day to day, I assist Bridie and her Business Administration Team and you will hear from me when you are due a review meeting with our advisers.

Outside of work, I have a busy family life, going through teenage & toddler years at the same time.

Twelve months ago, I set up a mother & toddler group within my local area, just to add a bit more to my hectic life!

What I’ll do for you:

• You will often speak to me as your first point of contact.
• I’ll make sure you feel welcome, relaxed and provide refreshments.
• I’m also here to book in your review meetings.

My role with Oaklands is to help and support Bridie as part of her Business Administration Team, as well as meeting and greeting clients, which I really enjoy.

I am usually the first contact for prospective clients and my role is to organise their initial meetings before passing them over to our client servicing team. I love the variety in my role and no one day is the same as the next.

My passion is traveling, having a completed a world trip when I was 27, many moons ago. I also love to socialise and spend quality time with my family.

My role is to provide bookkeeping and administration services to the Oaklands Directors using my 10 years experience in one of the largest accountancy firms in the Midlands.

As a bit of a stickler for detail, I ensure all the financial reporting is spot on to meet with the Oaklands Board and FCA regulatory requirements.

The Oaklands team are always approachable, efficient and friendly and I very much enjoy a good working relationship with all of them.

My interests outside of work include keeping fit and travel.