Oakwood News Bulletin May 2020

Welcome to our latest issue. It has been a very challenging time for many of our clients, their families, their employees and the wider business community. During this difficult time, we hope you’re staying safe. The ongoing news of the impact of the coronavirus...

Oakwood News Bulletin July 2020

Welcome to our latest edition and our customary collection of articles designed to help you create and protect your wealth to be able to experience life to the full. Articles featured in this issue: Risk of retirement longevity Maximising investment returns over a...

Oakwood News Bulletin March 2020

Welcome to our latest edition. At the time of writing this issue, Sajid Javid had resigned as Chancellor of the Exchequer with less than a month to go until Budget Day. His replacement, Rishi Sunak, will deliver the Budget on 11 March 2020. In our next issue, we’ll...

Why I Became a Financial Adviser – By Mathew Agbame

Last week I met with one of my clients who wanted to find out if he could retire early. My client had built up a successful electrical company, his sons were just taking over the business and it was growing rapidly. After inheriting some monies, he had decided it...

Oakwood News Bulletin January 2020

Welcome to our first edition for 2020. Inside this issue, we feature articles covering a number of different topics to help you successfully grow and protect your wealth. Whether it’s stopping smoking, losing weight, eating more healthily or getting fitter, most of us...