Business Details
Trusted Financial Advisers in Hertfordshire
At Oakwood Asset Management, we bring together a team of highly experienced financial professionals with over 100 years of collective expertise in financial and investment planning. Our approach is rooted in delivering personalized service and technically robust advice tailored to the unique needs of each client. We prioritise a deep understanding of our clients' circumstances, aspirations, and risk profiles to develop bespoke wealth management strategies. Our ethos combines client-centric service with rigorous technical analysis, ensuring solutions align with individual goals and evolving life circumstances.The team actively engages in technical research and product evaluation to enhance the quality of advice provided. Clients benefit from direct access to their advisers, supported by a dedicated team of professionals, ensuring a seamless blend of personal service and institutional expertise. We operate under the authorisation and regulation of the Financial Conduct Authority, adhering to the highest standards of professional conduct.
Services
Pensions
Protection
Inheritance Tax Planning
Corporate Planning
Investment Management
Highlights and features
- We offer over 100 years of combined experience in financial and investment planning.
- Our team provides fully bespoke advice tailored to individual client aspirations.
- We are authorised and regulated by the Financial Conduct Authority.
- Our advisers actively engage in technical research and product evaluation.
- Clients receive direct access to advisers with full support from experienced professionals.
Associations and certifications
- Financial Conduct Authority
Services
Pensions
We provide specialist advice on all pension arrangements, including self-invested pensions, corporate schemes, and overseas QROPS. Our approach focuses on aligning retirement strategies with individual needs, ensuring compliance with evolving regulations while optimising tax efficiency and long-term financial security.
Inheritance Tax Planning
Our expertise includes mitigating inheritance tax liabilities through tailored succession strategies, trust structures, and asset distribution plans. We work closely with clients to preserve wealth for future generations while addressing complex legal and tax considerations within comprehensive wealth management frameworks.
Investment Management
We construct and manage diversified investment portfolios aligned with client risk profiles and objectives. Our process involves ongoing market analysis, regular portfolio reviews, and access to a wide range of funds and tax-efficient structures like ISAs and pension plans.
Corporate Planning
We advise businesses on cash management, employee benefits, and director retirement planning. Our services cover group pensions, risk management, and succession strategies for sole traders to incorporated entities, ensuring alignment with corporate and personal financial goals.
Protection
We offer life assurance, critical illness, and income protection solutions tailored to individual needs. Our approach integrates trust planning and legal coordination to ensure financial security for dependents while complementing broader wealth management strategies.
People
Karen Miles
Partner
With over 35 years in financial services, Karen is a Chartered Insurer specialising in technical financial planning areas. She holds the ACII and Dip PFS qualifications and focuses on delivering expert client solutions.
Claire Heritage
Partner
Claire has 40+ years of experience in comprehensive financial planning. She holds the Dip PFS and specialises in providing holistic advice across all aspects of client wealth management strategies.
Dave Gifford
Partner
With 18 years in management at Standard Life and subsequent IFA sector experience, Dave specialises in pension-related matters. He brings extensive technical expertise to client retirement planning solutions.
Paul Davey
Associate
Paul has 35+ years in financial services, holding the Dip PFS. He previously worked with major firms like Prudential and focuses on delivering tailored investment and planning solutions to clients.
David Taine
Associate
David has over 30 years of experience, including senior roles at Deloitte. He specialises in financial services and provides strategic planning advice, leveraging his extensive industry knowledge and technical expertise.
Questions
What services does Oakwood Asset Management offer?
We specialise in pensions, inheritance tax planning, corporate advisory, investment management, and protection solutions tailored to individual and business needs.
How does Oakwood approach financial planning?
We conduct thorough client analysis to create bespoke strategies, combining technical expertise with ongoing portfolio reviews and market research.
Are your advisers qualified?
Our team holds industry-recognised qualifications including Dip PFS, ACII, and FCA-authorised status, with decades of combined experience.
How are investment portfolios managed?
Portfolios are constructed based on risk profiles, using diversified assets like equities, bonds, and ETFs, with regular reviews to adapt to changing circumstances.
Do you work with businesses?
Yes, we advise businesses on employee benefits, group pensions, and succession planning for sole traders to incorporated entities.
