Oakwood Wealth Management

Oakwood Asset Management extends a warm welcome to each client and visitor. Our team of dedicated professionals brings together a wealth of knowledge and experience, with a combined total of over 100 years in financial and investment planning. We are committed to delivering unparalleled client service, coupled with a high level of technical expertise, centred on our clients' personal goals and aspirations.

Our Services

At Oakwood Asset Management, we believe that true financial planning and wealth management can only be achieved through a comprehensive understanding of our clients' current position, future life changes, financial objectives, and risk assessment within the context of their individual circumstances. To this end, we provide a range of services, including:

• Pensions Protection: We help clients protect their pensions and ensure they can enjoy a comfortable retirement. Our expertise covers various pension schemes, enabling clients to make informed decisions about their financial future.

• Inheritance Tax Planning: Our team assists clients in managing their estates and minimising inheritance tax liability. By carefully considering each client's unique situation, we provide tailored solutions to safeguard their assets and ensure a smooth transition of wealth to the next generation.

• Corporate Planning: We offer strategic corporate planning advice, designed to help businesses thrive. Our services include cash flow management, business protection, and succession planning, ensuring our clients' companies are well-positioned for long-term success.

• Investment Management: Our investment management services are tailored to each client's risk profile and financial goals. We conduct thorough research and analysis to provide bespoke investment advice and solutions, ensuring our clients' wealth grows in a controlled and managed manner.

Our Team

Our team comprises experienced and highly qualified professionals with a passion for delivering exceptional client service.

*Karen Miles, BSc (Hons) ACII Dip PFS*, has been involved in the financial services industry since 1986 and holds the Diploma in Financial Planning. She is an Associate of the Chartered Insurance Institute and a Chartered Insurer, with extensive experience in the most technical areas of financial planning.

*Claire Heritage, Dip PFS*, joined the industry in 1985 and holds the Diploma in Financial Planning, providing comprehensive advice across the entire spectrum of financial planning.

*Dave Gifford, Dip PFS*, started his career with Standard Life in 1977 and brings a wealth of industry experience and technical expertise in pension-related matters.

*Associate David Taine, Dip PFS*, has over 30 years of experience in the financial services sector, with a strong background in senior management positions.

*Paul Davey*, holds the Diploma in Financial Planning and has over 35 years of experience in the financial services industry.

*Mark Pocock*, joined Oakwood in December 2019 and has over 30 years of experience in the industry, specialising in pensions and investments.

*Tina Oakes*, brings over 20 years of experience in financial services, having worked for two major insurance companies and an IFA.

*Jane Cole, Dip PFS*, has over 20 years of experience in financial services and holds the Diploma in Financial Planning, with a strong focus on helping clients achieve their financial goals.

*Anne Gifford, Dip PFS*, has over 25 years of experience in the industry, having worked for a large insurance company and an IFA as a Paraplanner.

*Janice Whittaker*, boasts over 42 years of experience in financial services, starting her career 42 years ago.

*Tracy Llewellyn*, specialises in financial planning and regulatory compliance, with extensive experience in the financial services industry.