Oaklands Details

0121 355 4455
info@oaklandswealth.com
12A Duke Street
Sutton Coldfield
West Midlands
B72 1RJ

Oaklands Wealth Management Ltd

MEET THE TEAM

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.

Supporting them is a British Standard BS 8577 accredited team.

All the standards we live up to are detailed on our accreditations page.

Click on the images below to get a feel for whom you’re dealing with.

Our team is led by Helen Blackburn IFA, Founder and MD of Oaklands Wealth Management.

Click to view profile Helen Blackburn IFA Pension Transfer Specialist

Helen Blackburn

BA(Hons) DipFA AwPETR MLIBFManaging Director ISO 22222 Certified Advisor
Click to view profile Nick Hampton Investment Advisor

Nick Hampton

DipPFSSenior Investment Advisor ISO 22222 Certified Advisor
Click to view profile bridie

Bridie Hood

Business Operations
Manager
Click to view profile giles

Giles Blackburn

BA(Hons) MSocSciBusiness Development Director
Click to view profile graham

Grahame White

Chair
Click to view profile annette

Annette Wain

DipFA CeFAP MLIBFParaplanner
Click to view profile lyndsey

Lindsey Brandon

BA (Hons) MLIBF DipFAProject Co-Ordinator
Click to view profile donna

Donna McAtamney

BA(Hons) DipFAClient Services Administrator
Click to view profile heather

Heather Wilcox

Administrator
Click to view profile fiona

Fiona Hughes

Accounts Administrator
Click to view profile gemma

Gemma Davis

Administrator
Click to view profile marta

Marta Wolf

ACSIClient Services Administrator

When the time is right to speak to us simply click the button below or phone us on 0121 355 4455 then one of our team will be right in touch.

Get in touch

THINKING OF MOVING FROM YOUR EXISTING ADVISOR?

It’s easy to move on from another advisor.
We’ll handle everything.

All that’s needed is for you to sign some letters of authorisation and we’ll do the rest.

None of your investments will be switched into new funds until you’ve agreed with our recommendations and you’re fully happy with any changes we propose.

Schedule a chat

7 KEY FEATURES OF THE OAKLANDS WEALTH MANAGEMENT SERVICE

British Standard BS 8577 Awarded Service

12 Month Money Back Service Guarantee

Lifetime Cashflow Planning

Risk Adjusted Personal Investment Portfolio

ISO 222222 Certified Financial Advisors

Monthly Fund Analysis

2 Investment Portfolio Reviews Per Year

A WORD FROM OUR CLIENTS...

“Upon leaving Rolls-Royce after 26 years, I wanted to transfer my pension into an investment fund but find anything investment related a ‘black art’. Helen reviewed my circumstances and risk profile to develop my portfolio. Every Oaklands’ team member I’ve seen is an established professional and I would recommend Helen and her team in a heartbeat.”

Ian Foster

A WORD FROM OUR CLIENTS...

“Helen is outstanding in her knowledge of the pension ‘minefield’ and immediately gave us a feeling of ease when discussing, what is after all, the rest of our financial lives. From the very first e-mail to the ‘sit down’ you have with her, everything is done in plain English. Helen is a model professional in this field.”

Stephen Bannister

A FRIEND FOR YOUR FINANCIAL JOURNEY...

THIS IS NOT A DIY SERVICE – WE TAKE FULL RESPONSIBILITY FOR SETTING UP YOUR PENSIONS AND SAVINGS. FOR LIFE.

No half measures. We don’t set it up then leave you all at sea. We manage your investments ongoing and hold ourselves accountable for steering you through your financial journey.

This phrase came from a client who said that’s exactly what we felt like to him, he said “you are like a friend or good neighbour who’s always got my best interests at heart.”

Whatever the reason you come to us we care. We really care. Like it’s our own money.

Tidying up bit and bobs of pensions and putting them neatly in a pot you have full control over.

Maybe transferring a final salary pension if your objectives are better met with your own pension.

Making sure you get all the tax efficiencies legally available to you to enhance your money.

Pointing the microscope on 3,000+ funds and finding the best ones to secure your retirement.

Get in touch
FEES
FEES
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OUR TEAM
OUR TEAM
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CLIENT JOURNEY
CLIENT JOURNEY
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ACCREDITATIONS
ACCREDITATIONS
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