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 Transfer 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.
Helen BlackburnBA(Hons) DipFA AwPETR MLIBFManaging Director ISO 22222 Certified Advisor
Nick HamptonDipPFSSenior Investment Advisor ISO 22222 Certified Advisor
Bridie HoodBusiness Operations
Giles BlackburnBA(Hons) MSocSciBusiness Development Director
Annette WainDipFA CeFAP MLIBFParaplanner
Lindsey BrandonBA (Hons) MLIBF DipFAProject Co-Ordinator
Donna McAtamneyBA(Hons) DipFAClient Services Administrator
Fiona HughesAccounts Administrator
Marta WolfACSIClient Services Administrator
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.
7 KEY FEATURES OF THE OAKLANDS WEALTH MANAGEMENT SERVICE
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
A WORD FROM OUR CLIENTS...
“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.”
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.”
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.
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.