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.
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
Donna McAtamneyBA(Hons) DipFAClient Services Administrator
Marta WolfMLIBF DipFAClient Services Administrator
Clare FreethMLIBF DipFAClient Services Administrator
Fiona HughesAccounts 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...
“Helen is outstanding in her knowledge of the pension ‘minefield’ and immediately gave us a feeling of ease when discussing, what is after all, the rest of our financial lives. From the very first e-mail to the ‘sit down’ you have with her, everything is done in plain English. Helen is a model professional in this field.”
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.”
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.