Resources

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…
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Jargon and Mumbo Jumbo in Wealth Management

Jargon Buster

Glossary of Terms The world of finance tends to involve a lot of jargon, and this is true even at the more personal end of the industry - private client wealth management. Jargon is perhaps more of a problem in private clients than in other…
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Finding Wealth Manager Resources

Useful Links

Resources: Links related to the industry, investment and economics. This section will evolve and grow over time and can be used in conjunction with the article on how to find a wealth manager.   Oakham YouTube Channel: YouTube   Easy…
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Value Assessment Report

Value Assessment Report Introduction Under new Consumer Duty rules, the Financial Conduct Authority (FCA) now requires all wealth managers to complete an annual value assessment for each product and service that we manage. The value assessment…
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Managed Portfolio Service - Target Market

Managed Portfolio Service - Target Market Introduction We manufacture and distribute a number of products and services. By considering the characteristics of the investment solution, this guide aims to demonstrate the Target Market that the…
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Responsible Investment Policy

Responsible Investment Policy Introduction At Oakham Wealth Management, we are committed to integrating responsible investment practices throughout our investment decision-making processes. We recognize that environmental, social, and governance…
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