Our Team

Our service is more than the sum of the investments we manage for you, and the technical expertise required to advise you wisely.

It begins with understanding you as a person, your requirements and aspirations and working with you to achieve them.

Everyone in the Oaklands Wealth team has a part to play in this, and below you’ll find a little about each of us:

team-helen

Helen Blackburn

BA(Hons) DipFA MLIBF AwPETR

ISO 22222 Certified

Managing Director

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!

Helen Blackburn LinkedIn

Grahame White

Non-Executive
Director

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 a Non – Executive Director 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.

Giles Blackburn

BA(Hons) MSocSci

Business Development Director

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!

Giles Blackburn LinkedIn

Nick Hampton

DipPFS

Senior Investment Adviser

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 have joined Oaklands as Senior Investment Advisor and I’m looking forward to building long term relationships with our clients, helping them achieve their financial goals.

My 34 years experience in pensions and investments has been gained working in client service and advice roles for both 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 I keep myself busy with DIY and car building which keeps the engineering side of my persona happy!  Downtime includes enjoying craft beer and real ale and travel. UK City breaks, Spain, Italy and Croatia are my favourite destinations.

 

Nick Hampton LinkedIn

Bridie Hood

Executive
Assistant

What I’ll do for you:

  • I manage the Business Administration Team.
  • I’ll book your appointments with Helen, Nick & Sarah
  • 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.

Bridie Hood LinkedIn

Donna McAtamney

BA(Hons)

Client Services Administrator

What I’ll do for you:

  • I can help with top-ups or withdrawals to your investments.
  • I prepare documentation for your review meetings.
  • I process any new pension and investments you make.
  • You can call me to request valuations, updates or withdrawals.

After 9 years experience working with other financial advisers, and gaining a financial services degree, I joined the Oaklands Team two years ago 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.

Annette Wain

CeFAP

Client Services Administrator
& Paraplanner

What I’ll do for you:

  • I can help with top-ups or withdrawals to your investments.
  • I prepare valuations and reviews of your portfolio.
  • You can call me if you need retirement income projections.
  • If your accountant requires tax information I can provide that too.

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

My role is very varied and it is very refreshing working closely with a team who have 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.

Alex Fields

Client Services
Administrator

What I’ll do for you:

  • I prepare valuations and reviews of your portfolio.
  • It’s my job to find the right person for you to talk to.
  • I chase product providers on your behalf.

My role as part of the Oaklands Team is to provide support to our clients and assist them throughout their financial journey. This provides lots of interaction with clients on a day to day basis, which is one of the personal highlights of my work.

Having recently joined Oaklands it has been interesting to be able to learn from a team with such a wealth of experience and expertise in Financial Services.

Outside of work I enjoy trying new foods, reading, indoor climbing, and hiking in the mountains whenever the opportunity arises.

Heather Wilcox

Administrative Assistant

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.

Gemma Davis

Administrative Assistant

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 over the last 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 teenager & 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!

Fiona Hughes

Accounts Administrator

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.

Service guarantee

Money back guarantee

12 months to meet your expectations
Our fees refunded if you leave us in a year
(excluding fund & provider fees)

A few words from our clients

Click on the video to
hear what our clients
think about our service.

Our Service

The second most visited page on our website last year, after our home page, was our team page.

People like to know whom they’re dealing with and if they’ve got the right credentials.

I’m sure you’ll be no different, so take a peek through to our service page.

You’ll find all about our team, our fees, and of course, the service you can expect from us.

 

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