Each of our client advisers has over 25 years experience in financial and investment planning. We have come together to deliver to our clients the level of service and advice that we believe is essential in an increasingly complex world. Oakwood Asset Management has a strong ethos to provide unsurpassed client service combined with a high level of technical expertise, all focused upon our clients' personal aspirations.
We believe that true financial planning and wealth management services can only be delivered from a total understanding of the client leading through to fully bespoke advice and solutions. This is achieved through a thorough analysis of a client's current position and anticipated life changes, stated objectives and a detailed look at risk and reward within the context of the client's affairs.
We believe that true financial planning and wealth management services can only be delivered from a total understanding of the client leading through to fully bespoke advice and solutions. This is achieved through a thorough analysis of a client's current position and anticipated life changes, stated objectives and a detailed look at risk and reward within the context of the client's affairs.
Services
Mark previously worked for two insurance companies, dealing with pensions and investments, before joining an adviser firm as office manager. Mark has achieved. Tina has worked her entire career in Financial Services, over 20 years was spent working for two major Insurance Companies covering Life, Pensions & Investment products in administration, technical, adviser support & managerial roles.
At Oakwood we don't take the standard, off-the-shelf approach to financial advice. We take the time to fully appreciate your requirements; to review your personal situation and then research solutions. We will then design a bespoke wealth and asset management package to suit your individual requirements.
We are experienced at providing advice to businesses, from sole traders and partnerships through to larger unincorporated and incorporated businesses. Advice can range from simple cash management facilities for the business through to structuring Employee Benefits and issues arising from succession and retirement planning for Directors/Partners.
We are skilled and experienced in constructing and managing investment portfolios. We take time to establish a client's attitude to risk and ensure that all aspects of the portfolio match their risk profile and stated objectives. We have regular meetings with Fund Managers and have access to a wide range of funds and other investment vehicles.
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