Oaklands Wealth Management

Oaklands Wealth Management Picture your same lifestyle in retirement - it’s still possible. Call us now to chat, no obligation. And knowing you’ll never run out of money in retirement.

Imagine how it would feel like to have your pensions and savings 100% under control? Plus going to sleep each night in the safety of knowing you have a solid financial plan for the rest of your life. All this is achievable - First, you need to find the right advisor. As you’re here, let’s get you started with your research on us. www.oaklandswealth.com I suggest clicking on our Who We Are page. He

re you’ll also find our qualifications, accreditations and regulatory permissions. Next, scan our Service which includes our Investment Process - proven since 2004 to see hundreds of clients through tough times. When you like what you see, do call to chat to us on 0121 355 4455. Or request a call back on [email protected]

Our whole team is is selected for their friendliness as well as professionalism. In fact 80% of our client support team hold Level 4 advisor level qualifications. Please don’t be put off if you don’t regard yourself as being financially savvy - That’s our job! In fact, our clients come from a wide range of backgrounds – including; Factory workers, divorcees, growing families, professionals and in-retirement. When you’ve ready we’d love to help you along your financial journey. It’s now just one small step away - simply call us now on 0121 355 4455.

Address

12A Duke Street
Sutton Coldfield
B721RJ

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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Our Story

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.