Approachable Wealth Management
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Do you know when you can achieve financial freedom?
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Is your investment portfolio putting your wealth at risk?
- Does your existing adviser review your affairs every 6 months?
There are so many questions to ask to ensure you are financially prepared for different stages of your life, and wealth means different things to different people. At Oaklands we manage investments for those that are still making it, as well as for those who now choose to enjoy the fruits of their labours.
Whatever the stage of their lives, all our clients have one thing in common - they are all acomplished professionals or business owners who are too busy enjoying the rest of their lives to worry about managing their wealth.
Regain a Feeling of Control
Many of our richest clients have come to us with their affairs in a Waitrose carrier bag, a brown envelope or a leather wallet - the container is not important, it is the contents that are; and our job is to sort the paperwork out and decipher what you have and present it to you in an understandable form.
Plan for Financial Freedom
We then identify the gap between where you are now or where you want to be and develop an individual strategy to get you there. We use a leading risk profiling tool to ensure your investments are structured according to your approach to risk, and use a proven fund filtering process to diversify your investments according to age, asset class and your requirements for income or growth.
Access The Top Fund Managers
You have, through Oaklands Wealth Management, access to all leading fund managers, private banks and fund management groups for your investment portfolio. Any of the top funds or managers can be included and if you have a personal interest your wishes can be accommodated within our portfolio construction model. Alternatively, if you are happy to leave things entirely to us we shall ensure you have a top class set of diversified assets.
Be Cared For
Our existing clients feel we give a personal service that many of the top end high street names simply can't match. Please don't take our word for it - check out our testimonials page. Our philosophy is to collaborate with you to ensure you are fully informed to make financial decisions, not for us to take them away from you.
Oaklands Wealth Management is directly regulated by the Financial Services Authority, is checked for compliance by an independent expert company every quarter and has a full range of expertise in onshore and offshore investments, pension transfers and trust and estate planning.
My Personal Offer To You
Imagine what it would feel like to have all your investments and pensions totally sorted out in one place by an adviser who takes time with you to assess where your concerns are, explore the options available, and explain everything in a simple way that gives you back control?
I'd like to make you an offer. So many people find that they simply need to chat over their situation without feeling that anyone is selling to them, so my offer is to give you 20 minutes of my time for you to discuss all or part of your financial affairs that are currently on your mind.
Apply For My Free 20 Minute Telephone Consultation
My diary gets very full so don't leave it too long!
I look forward to speaking with you very soon.
Helen
Helen Blackburn BA (Hons) CertPFS
P.S. Of course you may not be ready to chat right now, so if you would rather see what ideas I can give you by email please leave me your details below and I’ll be in touch with some leading thoughts on how to grow and manage your wealth.
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