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Professionals Our professional clients typically hold senior positions within the legal,
accountancy, business consultancy and medical sectors.
Lisa Jordan, a partner in one of the country’s largest legal firms has this to say about us:
“Helen was recommended to me by one of my fellow Partners when I was complaining that I wanted more control over and understanding of my finances, than any of the financial advisers I had seen over the years had given me. He said he thought I would get on with Helen and would find her approachable and trustworthy. He was absolutely right. With Helen’s help I have finally managed to
sort out the various pension schemes I had accumulated over the years and now have a much better understanding of how to make my money work for me.” Lisa Jordan, Partner
Companies
Whether you are part of the management of a large company or run your own business we can
advise you and your senior team on whether a SIPP, SSAS or personal pension is the right
vehicle for building your pension. We recognise that your employees are your most valuable resource and we can also help you to build a strong benefits package for them, including Salary Exchange Pension Schemes and quarterly financial health checks.
Huf UK
Huf UK are a global manufacturing company supplying access and security systems for top German car producers. Oaklands Wealth Management were asked to carry out an independent review of the company’s pensions and employee benefits.
Paul Linton, HR Director, Huf UK commented:
“I am pleased to be able to recommend your professional advice to other third parties
at all levels within their business.
Your performance has been proactive with the highest levels of business integrity and the solutions proposed were pragmatic and assisted in improving employee morale and engagement, in difficult economic circumstances.
I also would be pleased to personally talk to prospective clients and explain the benefits our organisation has gained from the detailed market research and the resultant prompt implementation of the Board’s agreed strategic direction regarding employee compensation and benefits solutions.”
