Oaklands Wealth Management
Oaklands Wealth Management provides independent financial advice across the UK, focusing on retirement planning and investment strategies. Their team offers services to assist clients with financial planning.
- Cashflow modelling
- Retirement planning
- Pension consolidation
- Independent financial advice
- Investment portfolio management
Locations
Digital Popularity
Popularity over time
Competitors
S Johnson Wealth Management LLP is a Chartered Financial Planning firm that specialises in investment advice.
Warwick Wealth Management Ltd are financial advisers with over 25 years of industry experience, based in Streetly, Sutton Coldfield.
Company Details
Oaklands Wealth Management is operated by Oaklands Wealth Management Ltd and is a Active company incorporated on 15 March 2004 with the registered office located in Sutton Coldfield, West Midlands. Oaklands Wealth Management Ltd was registered 21 years ago.
Status
Active
Size
Micro
Directors
3
Age
21 years old
Employees
12
Turnover
Unreported
Total Assets
£461.29K
Cash in Bank
£439.7K
Total Liabilities
-£34.81K
Teams
6
3
3
1
Business Operations Manager • Joined Sep 2019
Managing Director • Joined Apr 2004
Business Development Director • Joined Apr 2014
Project Coordinator • Joined Sep 2019
Client Services Administrator • Joined Oct 2023
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Managing Director • Joined Apr 2004
Business Operations Manager • Joined Sep 2019
Business Development Director • Joined Apr 2014
Executive Assistant • Joined Aug 2005
Project Coordinator • Joined Sep 2019
Client Services Administrator • Joined Oct 2023
Paraplanner