Independent Financial Advice Delivered Wherever You Are In The UK

Via Zoom, Phone or In-Person at our Sutton Coldfield offices. Call Our Friendly Team Now 0121 355 4455 to Secure Your Retirement

Oaklands Details

0121 355 4455
info@oaklandswealth.com
12A Duke Street
Sutton Coldfield
West Midlands
B72 1RJ

Oaklands Wealth Management Ltd

MEET THE TEAM

Wealth Management & Independent Financial Advice (IFA) is provided by Helen Blackburn and Nick Hampton. Both are highly experienced and qualified IFAs and Pension Specialists.

Supporting them is a British Standard BS 8577 accredited team.

All the standards we live up to are detailed on our accreditations page.

Click on the images below to get a feel for whom you’re dealing with.

Our team is led by Helen Blackburn IFA, Founder and MD of Oaklands Wealth Management.

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Helen Blackburn

BA(Hons) DipFA AwPETR MLIBFManaging Director ISO 22222 Certified Advisor
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Nick Hampton

DipPFSSenior Investment Advisor ISO 22222 Certified Advisor
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Bridie Hood

Business Operations
Manager
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Giles Blackburn

BA(Hons) MSocSciBusiness Development Director
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Grahame White

Chair
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Annette Wain

DipFA CeFAP MLIBFParaplanner
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Donna McAtamney

BA(Hons) DipFAClient Services Administrator
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Marta Wolf

MLIBF DipFAClient Services Administrator
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Clare Freeth

MLIBF DipFAClient Services Administrator
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Joe Kelly

Client Services Administrator
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Gemma Davis

Administrator
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Heather Wilcox

Administrator
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Fiona Hughes

Accounts Administrator

When the time is right to speak to us simply click the button below or phone us on 0121 355 4455 then one of our team will be right in touch.

Get in touch

THINKING OF MOVING FROM YOUR EXISTING ADVISOR?

It’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.

Book a call

7 KEY FEATURES OF THE OAKLANDS WEALTH MANAGEMENT SERVICE

British Standard BS 8577 Awarded Service

12 Month Money Back Service Guarantee

ISO 22222 Certified Financial Advisors

Lifetime Cashflow Planning

2 Investment Portfolio Reviews Per Year

Monthly Fund Analysis

Risk Adjusted Personal Investment Portfolio

A WORD FROM OUR CLIENTS...

“Upon leaving Rolls-Royce after 26 years, I wanted to transfer my pension into an investment fund but find anything investment related a ‘black art’. Helen reviewed my circumstances and risk profile to develop my portfolio. Every Oaklands’ team member I’ve seen is an established professional and I would recommend Helen and her team in a heartbeat.”

Ian Foster

A WORD FROM OUR CLIENTS...

“Following my divorce, Helen took complete control of consolidating all my individual pensions into one product after advising me carefully what she considered the best product for my needs and risk profile. She explained everything clearly in language I understood, and my investment is achieving far greater growth than expected.”

Tracy Miah

A FRIEND FOR YOUR FINANCIAL JOURNEY...

THIS IS NOT A DIY SERVICE – WE TAKE FULL RESPONSIBILITY FOR SETTING UP YOUR PENSIONS AND SAVINGS. FOR LIFE.

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.

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.

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FEES
FEES
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OUR TEAM
OUR TEAM
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CLIENT JOURNEY
CLIENT JOURNEY
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ACCREDITATIONS
ACCREDITATIONS
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