Oaklands Details

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

Oaklands Wealth Management Ltd

MEET THE TEAM

The standards we live up to are detailed on our accreditations page.
Here you can get a feel for whom you’re dealing with.

Helen Blackburn IFA Pension Transfer Specialist

Helen Blackburn

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

Nick Hampton

DipPFSSenior Investment Advisor ISO 22222 Certified Advisor
bridie

Bridie Hood

Business Operations
Manager
giles

Giles Blackburn

BA(Hons) MSocSciBusiness Development Director
graham

Grahame White

Chair
annette

Annette Wain

DipFA CeFAP MLIBFParaplanner
lyndsey

Lindsey Brandon

BA(Hons) MLIBFProject Co-Ordinator
donna

Donna McAtamney

BA(Hons) DipFAClient Services Administrator
heather

Heather Wilcox

Administrator
fiona

Fiona Hughes

Accounts Administrator
gemma

Gemma Davis

Administrator
marta

Marta Wolf

ACSIClient Services 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.

Schedule a chat

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...

“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.”

Lynne Turner

A WORD FROM OUR CLIENTS...

“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.”

Peter Worral

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.

Get in touch
FEES
FEES
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OUR TEAM
OUR TEAM
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CLIENT JOURNEY
CLIENT JOURNEY
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OUR CHARITIES
OUR CHARITIES
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