Established in 2004 by Helen Blackburn and Edward Harris, Oaklands Wealth Management is a UK-based firm of independent, Chartered Financial Planners. The company focuses on building long-term client relationships through a holistic approach to financial planning. Their core mission is to help clients understand and plan for their financial future by offering a range of services including investment management, pensions and retirement planning, inheritance tax planning, and financial protection. As a Chartered firm, they are committed to maintaining high standards of professionalism and ethical practice.

Founded in

United Kingdom