Wealth manager & independent financial advisor Retirement planning & pension transfer specialists. Plus going to sleep each night in the safety of knowing you have a solid financial plan for the rest of your life. Next, scan our Client Journey which includes our Investment Process - proven since 2004 to see hundreds of clients through tough times.
Then select the pension transfers, retirement planning or combining pensions page according to your own situation. In fact, our clients come from a wide range of backgrounds - including; factory workers, divorcees, growing families, professionals and in-retirement. Do you want lifetime financial advice with regular reviews so you have peace of mind with your investments?
Then select the pension transfers, retirement planning or combining pensions page according to your own situation. In fact, our clients come from a wide range of backgrounds - including; factory workers, divorcees, growing families, professionals and in-retirement. Do you want lifetime financial advice with regular reviews so you have peace of mind with your investments?
Services
Wealth Management & Independent Financial Advice (IFA) is provided by Helen Blackburn and Nick Hampton. Both are highly experienced and qualified IFAs and Pension Transfer Specialists. I served my time in a 17 year 'financial apprenticeship' at investment companies including Brown Shipley private bank, Albany Life and Scottish Equitable, before I set up Oaklands Wealth in 2004.
Some had described the feeling of freedom like winning the lottery. Well, they now had more money in their own pension than they could ever have dreamed about. And what's more, to spend as they wish. One had described how helping the kids get on the housing ladder had brought a feeling of pride like no other.
You've probably been wondering for a while if it's a good idea to combine your old pensions into a single pot. As always, it depends upon your individual situation. For certain, your past employers don't give two hoots about how your old pension is doing. Group Personal Pensions are mostly invested in default balanced managed funds.
Just pre-retirement you'll want to look at tax-efficient ways of preparing for your transition into retirement. Cashflow planning will be key to knowing when you can safely retire. And if in-retirement, management of cashflow and continued long-term growth of your funds will be your focus as you draw income.
When you first become a client to analyse your situation, prepare a recommendations report and implement the investments. In addition to our fees the annual fund provider & platform charges average 1% of fund value. We do not charge for withdrawals or fund switches. Will they hold themselves accountable throughout your lifetime for the performance of your investments?
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