find a wealth manager

How to find a wealth manager

  Find a wealth manager to suit your needs Before starting the process to find a suitable wealth manager, it may be wise to consider the main reasons why you need an investment professional to manage your portfolio. Potential answers…

Education News

13th August 2026 'A-level results day: Business leaders say grades are not the end of the road. ‘adversity is sometimes a gift’' - Paul Denley, CEO at London-based Oakham Wealth Management, said setbacks can sometimes create opportunities…

The Times

12th August 2026 'American Express refuses to raise Alan Sugar’s credit card limit' - Paul Denley from the investment firm Oakham Wealth Management said: “Amex declining a billionaire feels absurd, but credit decisions aren’t a wealth…

The Times

6th August 2026 'Number of families too rich for free childcare quadruples' - Paul Denley from the investment firm Oakham Wealth Management said the threshold no longer reflected what was considered a high income. He said: “The £100,000…
FT Adviser Article Paul Denley

FT Adviser

4th August 2026 'Housing costs accelerating ‘great wealth transfer’' - Higher housing costs and affordability pressures have accelerated the great wealth transfer, with clients increasingly looking to pass on money during their lifetimes,…

The Express

4th August 2026 ''Big decisions' wealthy people make while others are on August holidays' - Paul Denley, CEO of London-based Oakham Wealth Management, said: "Affluent people certainly enjoy holidays, but many also use the quieter weeks of…

The Telegraph

29th July 2026 'Beach hut prices sink as pandemic boom fades' - Paul Denley, of Oakham Wealth Management, said: “Beach huts were the poster child of pandemic-era exuberance. Inevitably that froth was never going to last.” He warned that…

MoneyWeek

29th July 2026 'Number of UK millionaires hits lowest level since 2008 financial crisis' - Paul Denley, chief executive at Oakham Wealth Management, said: “For those staying, the answer isn’t panic but planning: diversify globally, use…
FT Adviser Article Paul Denley

FT Adviser

27th July 2026 'Are your clients Nervous Noras when it comes to investing?' - Pragmatic Penelopes are probably the most common new clients when it comes to understanding behavioural investing, according to advisers.  Paul Denley, chief executive…

Market Update - Resilience through turbulence

Investment Update - 20th July 2026 Market Overview Investment Commentary: Second Quarter 2026 Resilience through turbulence Equity markets entered the second quarter facing war in the Middle East, sharply higher energy prices and…

The Express

14th July 2026 'Demand to cancel 'self-defeating' £12billion tax that stops people from moving' - Paul Denley, chief executive of Oakham Wealth Management, told Newspage the levy had become an "economic friction point." He said: "Taxing transactions…