Process

Our tried and tested process

At Oakfield Wealth we have developed a four step wealth management process that has been refined over many years to ensure that we are able to get under the skin of your needs and gain a true understanding of your ultimate objectives.

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Step 1

Getting to know you

What?

An initial meeting to find out about your current situation, goals and priorities. You'll have the opportunity to find out more about our services and approach so that you can judge whether we are the right people to handle your financial requirements going forwards.

How much?

This initial meeting is free of charge and with no obligation to take any of our services or advice.

How long?

Approx 60-90 minutes

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Step 2

Research and recommendations

What?

Detailed data gathering, including investigating your existing policies and arrangements, will give us an accurate picture of your financial situation. We will then assess this against your objectives and your approach to risk, researching all relevant opportunities and producing a full report with our specific recommendations. These will be presented in person with a jargon-free explanation of the options available.

How much?

We charge a fee for producing a Recommendation Report, based on the complexities of your particular circumstances. This will be agreed with you in advance and we will only proceed on your instruction.

How long?

Approx 5-6 weeks

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Step 3

Agreement and implementation

What?

Refinement of our recommendations based on your feedback, including further research and meetings as necessary. On agreement, we would then move to implementation, securing the appropriate product solutions on your behalf.

How much?

The fee varies in accordance with the number and value of investments made. It can be taken direct from the investment or paid via invoice.

How long?

Approx 2-3 weeks

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Step 4

Ongoing review and adjustment

What?

Ongoing monitoring of your policies and investments to make sure they stay on track as your personal circumstances and market conditions change. Review meetings will be arranged to suit you, and we will take the necessary steps to change your portfolio if required.

How much?

A management charge will be agreed in advance and built into your investment for ease of payment. Alternatively, you can choose to pay a regular retainer fee.

How long?

Ongoing for as long as you are satisfied with our services.