Wealth Management 

Oakleaf are boutique Independent Wealth Management Advisers providing a friendly local service.

Why Do I Need Financial Advice?

Oakleaf is able to help you maximise your wealth, minimise the effects of taxation, arrange appropriate protection for you and your loved ones and help you achieve a bright financial future.

Wherever you are on life’s journey, it is important to look after yourself and those that depend on you for support – your children, your loved ones, and perhaps even your parents in later life.

Focusing on your finances, and understanding how your money is looked after, is a really good way to get some peace of mind and be confident that you are best prepared for the road ahead.

Unfortunately, it is usually the tough times that make us question our finances most. A divorce for example, or bereavement will always bring the importance of financial planning sharply into focus. On the other hand, there are also good times to think about. Weddings, potential job promotions, children’s holidays, and time spent with family are excellent reasons for checking that you have your financial matters in hand.

The Importance of Planning

Investing for long-term financial success is a disciplined process which involves careful planning, diversified portfolios which consider your appetite for risk and ongoing reviews.

Assessing Your Attitude To Risk

 

When planning your savings and investments, it is important to consider what level of risk you are prepared to take with your money, which is known as your attitude to risk.

Your attitude to risk can be influenced by a number of factors. Your overall investment strategy could consist of a number of separate investments, with the overall outcome of diversifying your risk whilst aiming for the growth or income you require. 

How Can We Help?

We build diversified portfolios, using the latest technology and academic research, ensuring tax efficiency, low costs and investment into funds which suit your attitude to risk.

Questions you may wish to ask us

How can I generate an income from my investments?

How can I utilise tax allowances each year?

Contact us now for a FREE initial consultation!

Oakleaf can provide expert advice in the following areas

Plan

Retirement Plans

Retirement planning is about deciding now, what it is you want to do when you finish working and how much you might need to do it.

Grow

Tax Planning

We all understand tax is used to pay for some really important things, such as hospitals, roads and schools, however none of us wants to pay more than we need to and, therefore, understanding what you should and what you should not pay, is important.

Manage

Estate Planning

Retirement planning is about deciding now, what it is you want to do when you finish working and how much you might need to do it.

Contact

Get In Touch

Contact us now for a FREE initial consultation or call us on 0113 268 4341!

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Oakleaf Independent Financial Services Ltd

Authorised and regulated by the Financial Conduct Authority. Oakleaf Independent Financial Services Ltd is entered on the Financial Services Register (www.fca.org.uk/register) under reference 707473.

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