Once we think we ‘get you’ we’ll write explaining our thoughts and the approach we think will work for you. It will be individual and rounded advice, focused on your needs and with a pragmatic approach. We will not make promises we can’t deliver on.
Then, as your long-term trusted adviser, we support our clients to make informed decisions and bring to their attention the things they need to know in a timely fashion – because peace of mind is priceless.
We devise long-term, considered strategies for each area of a client’s life, drawing up goals and plans to meet them. This trusted partnership continues with a commitment from us to meet regularly, review the portfolio, discuss the steps we’d like to take to keep the portfolio well positioned and sense-check that the investment journey continues to meet your aspirations.
We aim to be a long-term trusted partner. The adviser who is always a phone call away, where the fee clock doesn’t start ticking every time you call and where we can be used as a sounding board for various ideas you may have. It is important to us that this relationship develops and the trust deepens, so we can deliver the very best service for our valued clients.
We are conscious that for many people, environmental, social and governance factors are important considerations when it comes to investment, some like to be involved in investment decision making whilst others prefer a turn-key solution, some want plain vanilla, and others are looking for chocolate sprinkles – whatever you want we can help (and if you do not know what you want then we can guide you).
We will first look to optimise your income tax planning and anything that we set up for you will be thoughtful and efficient. Our aim will be to sensibly maximise your affairs
By building trusted relationships with our clients, we can have honest conversations about when to pass on wealth and to whom, while helping families navigate the complex world of inheritance tax.
As a previous winner of Money Management Magazine ‘Inheritance Tax Planner of the Year’ we prove that we can add real value in this area.
OAK Private Wealth Limited is authorised and regulated by the Financial Conduct Authority. Our FCA Register number is 968529. Registered in England Reg No 13833125.
1 King William St
London EC4N 7AF
