Over the last 20 years, I’ve come across 3 types of people looking for financial advice:

Those in their 40s, 50s or 60s who want to know the date they can safely retire with enough money to live on for their lifetime. Without the worry of it running out.
People who have property or businesses they wish to sell and use the proceeds to live off. Or whom have inheritances or windfalls to invest for income.
The already retired who are either fed up of managing their own pensions and savings or who employ an advisor they know isn’t serving them well enough.
I’ve built my business on the principle of always advising for others what I advise for myself and 3 generations of my family. I saw 20 years ago a gap for trustworthy Independent Financial Advice based on outstanding service. Different to the sales driven approach I’d witnessed of other IFAs while I was working as a consultant for large investment companies.

I’m proud that I’ve built a team who really do care from their hearts about our clients, their lives and the finances they need to go about their days without worrying about money.

If you’d like to experience our “Oaklands Family Values” just call us on 0121 355 4455 for a chat over Zoom or pop into the office for a coffee. Or have a browse around our site and click on one of the Get In Touch buttons so we can schedule a good time to talk with you.

Every great journey begins with a single step. Begin yours now.

Kind regards

Helen Blackburn BA(Hons)DipFA MLIBF AwPETR
ISO 22222 Certified
Founder & Managing Director
Oaklands Wealth Management Ltd

Oaklands Wealth Management

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