Welcome to Oakwood Asset Management. Each of our client advisers has over 25 years experience in financial and investment planning. We have come together to deliver to our clients the level of service and advice that we believe is essential in an increasingly complex world.
Oakwood Asset Management has a strong ethos to provide unsurpassed client service combined with a high level of technical expertise, all focused upon our clients' personal aspirations. We believe that true financial planning and wealth management services can only be delivered from a total understanding of the client leading through to fully bespoke advice and solutions.
This is achieved through a thorough analysis of a client's current position and anticipated life changes, stated objectives and a detailed look at risk and reward within the context of the client's affairs. Each of our client advisers is involved in our technical, product and investment research which adds real benefit for all our clients. Service is provided directly through your adviser but with complete back-up and support from a dedicated team of experienced professionals. This adds up to a personal service combined with a high level of expertise and experience.