I established Oaklands Wealth Management in 2004 and have built a team who truly care.
Take your time to get to know us, as we’ll meet without charge as many times as you like.
You’ll find we approach our service like a good friendship. We’ll take a real interest in your life and ask questions. We help you understand how your money can be managed to live the life you want.
We’ll be alongside you to plan your financial journey, check in regularly and make adjustments.
Our clients are from all walks of life. Families, singles, retired. Factory workers, business owners and professionals. All are completely different and all are treated equally.
We have a minimum initial investment of £500,000 (£650,000 for pension transfers).
The Oaklands Wealth Management Investment Process
Every client journey begins with a risk profile and full fact find of your situation.
Then we create a cashflow model to age 100 to project how your money can last you.
All this results in a personal portfolio of FCA regulated funds to invest your money in.
From then on you’ll receive 2 face-to-face or video reviews per year. And ad-hoc advice.
Every month we analyse over 3,500 funds and will make changes to yours if needed.
Please promise me one thing – whether you choose us or another firm, do act now.
Where will you be otherwise in another 30 days? Probably still left wondering, what if . . .