Oaklands Wealth Management

Oaklands Wealth Management is an independent financial advisor providing advice in the Midlands and London on investments /pensions over £500, 000

You may have come to Oaklands Wealth Management because your existing adviser isn’t serving you well or is moving on, you have been doing things for yourself and the time’s come for some expert help, or you have responsibility for investing money for others.
The reason is unimportant, the fact that you’re reading this means you are looking for the very best way to invest to suit your own circumstances or those you care for. So let’s get straight to the point about the service we offer, so you can see if it’s for you.
We offer completely independent financial advice on a wide range of pensions and investment situations for individuals and companies with financial portfolios of over £500, 000, so if it’s in your mind to get specialist advice then you’re in the right place.

Our service:
I’m sure you’ll want someone to advise on your investments with as much diligence and experience that you apply to your own work. That’s why hundreds of clients before you have found our fully independent and highly personalised service worth looking into.

5 STEP ADVICE PROCESS
Our 5 step advice process ensures the consistency of service whatever your investment

STEP 1 – CURRENT SITUATION ANALYSIS
This means fully understanding your current financial situation and your responsibilities and aspirations.

STEP 2 - RISK PROFILING
This means using a leading risk profiling tool, backed by university research to measure how you react to risk and select funds that allow you to sleep at night.

STEP 3 - FUTURE WEALTH PLANNING
This means taking the information from your expenditure planner to project forward your needs at critical stages in your life or for those whom you are responsible for.

STEP 4 – PORTFOLIO CONSTRUCTION
This means using our proven asset allocation and fund filtering process to put together a portfolio that will meet your needs for income or growth at a risk level you can live with.

STEP 5 - REGULAR REVIEWS
This means that you have a review of your investment portfolio at six month intervals against benchmarks, with a telephone or face to face meeting.