We care for professionals and families with over £500,000 in pensions or other investments for us to advise on and manage over the longer term. For Defined Benefit transfers or Final Salary Pension transfers our minimum investment amount is £750,000.
Maybe your existing adviser isn’t serving you well or you have been doing things yourself and the time’s come for some expert help?
Or maybe you’re an accountant or solicitor looking on behalf of clients needing investment advice on the proceeds of divorce, inheritance or business sale?
Whatever your situation, you’ll be in capable hands; we are truly independent, being directly regulated by the FCA.
Our team has been awarded the British Standard 8577 for our financial advice and planning services and our principal adviser is ISO22222 certified.
Please take a look at our videos and website to meet our team, see our approach and hear what our clients have to say about our service.
At Oaklands Wealth Management we have a 5 stage personalised investment process and we;
1. Carry out a risk profiling exercise to find your appetite for investment risk.
2. Analyse your current situation, aspirations and investment requirements.
3. Construct an actively managed portfolio tailored to your risk profile and needs.
4. Review your portfolio every six months, with performance data and graphs.
5. Feed any decisions from our monthly fund analysis meeting into your portfolio.
As a next step why not visit our website where you'll find a range of guides on pensions and investments?
Oaklands Wealth Management, 12A Duke Street, West Midlands, Sutton Coldfield, B72 1RJ
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