How we help with
Savings & Investment planning
ACHIEVE YOUR GOALS AND AMBITIONS
When it comes to investing, it’s crucial to prioritise your personal goals and future ambitions. Our aim is to help you build an investment portfolio that perfectly aligns your money, values, and planned goals.
Whether you are looking to invest a lump sum for the future, pay for education fees, save for retirement or something else, we will tailor your financial plan to your individual circumstances.
We also recognise that change is a constant and your life and circumstances will change. Through regular annual reviews we can monitor and adapt your financial plan to help keep you on track to achieve your goals.
There are many different investment products and funds to choose from on the market. As Independent Financial Advisers we can guide you through the different options and recommend the most suitable solution to meet your needs.
Lifetime Cashflow Planning;
A key part of the planning process centres around Lifetime Cashflow Planning which helps us plan and adapt to real life events, before, during and after they happen.
We use interactive Cashflow Forecast software that allows us to help you visualise your financial future, test different scenarios and instantly understand the impact of key decisions on life events along the way.
At Oaktree Wealth Management we produce a bespoke forecast for our clients to help project the values and sustainability of your finances when taking account of your expenditure needs and
assumptions around different factors such as inflation, investment returns and age at death.
If you have investable assets of £100k+, contact us for a free personalised demonstration of our Lifetime Cashflow Planning analysis.
Case Studies
Rachel
Rachel has just inherited a large sum of money and sought advice as to how best to invest it. After talking to her about her finances, we recommended that she pay off some of her debts and invest the rest so that she could use it for her retirement.
We set up an investment solution that would help minimise tax and allow her to draw a tax-free income from the investment at the point of retirement. We also set up regular reviews to ensure she stayed on track to meet her objectives.
Rob & Becky
Rob & Becky have always looked after their savings and investments and have accrued a wide number of different accounts. Having recently retired they are now in a position where they would prefer someone to look after them on their behalf.
They have seen the values of some of them fluctuate quite wildly as well and are concerned they are not in the right place based on their appetite for risk. We reviewed their finances and showed them that the level of risk they were exposed to was not appropriate for them.
The review also showed that some of the products they held were expensive and they were paying high charges compared to other products available on the market. We recommended they move some of their investments into a lower risk solution which was also had lower charges. We set up regular reviews to monitor their investments for them which gave them peace of mind and allowed them to enjoy retirement.
Become our next success story
Send us a message and start your journey to financial freedom today.