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01438 232 987 / 07769 994800 info@oakfieldswm.co.uk

Pensions

When do you want to retire and how much income will you need?

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Protection

How much cash would your family need to maintain their current lifestyle if you die prematurely?

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Investments

Are you making the best use of any spare capital or surplus income?

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At Oakfields Wealth Management, we aim to help you achieve your goals and aspirations by keeping you at the heart of everything we do.

You should try to find an adviser you can trust and who understands your needs. At Oakfields Wealth Management, integrity is very important to us and we aim to help you achieve the life you want by understanding where you are now, designing and implementing a bespoke financial plan and reviewing the plan regularly to ensure you attain the financial freedom you desire.

Building a financial plan for your future is a four stage process:

  • Consultation 
    An initial meeting or call to gather personal and financial information to fully understand your current position and objectives.
We will listen to your priorities and assess your existing assets against your goals and risk tolerance.
  • Advice 
    There are many areas within financial planning and most are interlinked in some way. We understand retirement planning, investing, protection and estate planning are all vital parts of securing your financial future. Our approach provides a bespoke personalised recommendation to meet your needs.
  • Implementation 

    We believe in transparency and honesty when it comes to recommendations. Your plan will be presented to you clearly and concisely, avoiding confusing jargon and confirming all fees payable. Once you are completely happy, we will implement the plan and keep you informed throughout the process.

  • Ongoing service and regular reviews 

    The most important part of the financial planning process is making sure your plan is reviewed and updated to ensure it stays on track to meet your objectives. There are many outside influences which can affect your plan so it is important for the plan to evolve. 

Our approach is simple. We aim to create strategies which enable our clients to protect their wealth and attain financial independence, giving the financial freedom to eventually work through choice, not necessity.

Please browse our website to find out more about who we are, our level of knowledge, experience and how we conduct business. If you do have any questions, would like further information or would like to arrange an initial consultation meeting, please e-mail us or use one of our contact forms.

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Data is compiled by Adviser Portals Ltd every 60 minutes. Information is not realtime. Last updated: 24/07/2024 at 05:00 PM