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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 private wealth management, it may be wise to consider the main reasons why you need an investment professional to manage your portfolio. Potential answers…
FT Adviser Article Paul Denley

FT Adviser

24nd September 2026 'Tax uncertainty ‘keeping clients awake at night’' - Paul Denley, chief executive at Oakham Wealth Management, said that while inflation, energy prices and geopolitics mattered, clients tended to focus on what might…

This is MONEY

23rd September 2026 'Could the personal allowance rise to £15,570 in the Budget and how would it be funded?' - 'The frozen personal allowance has been one of the most effective stealth taxes in modern memory,' Paul Denley, chief executive…
FT Adviser Article Paul Denley

FT Adviser

22nd September 2026 'For richer, for poorer: loyalty in financial advice' - Paul Denley, chief executive at Oakham Wealth Management, said there was a difference between “recognising that a client no longer needs the same level of service…
FT Adviser Article Paul Denley

FT Adviser

21st September 2026 'Dementia alters advice process but should not change client dignity' - Paul Denley, chief executive at Oakham Wealth Management, said “the danger runs both ways”. “You can patronise someone you assume is inexperienced,…

Professional Adviser

18th September 2026 'Advisers' Budget 2026 wish lists – 'this is a scary one'' - Paul Denley, CEO at London-based Oakham Wealth Management, agreed: "My biggest hope is that this is a Budget for growth rather than another exercise in finding…

The Sun

14th September 2026 'Pokémon cards set to soar in value as new release to launch this week' - Paul Denley, finance expert and chief executive of Oakham Wealth Management, said new releases or launches can bring old collectors back while attracting…

Professional Adviser

14th September 2026 'Advisers and ETFs – are attitudes and portfolios changing?' - Paul Denley, CEO at London-based Oakham Wealth Management, said for him ETFs are "increasingly useful as tools for expressing investment views rather than…

The Mirror

12th September 2026 'More Gen Z entrepreneurs launching businesses 'but many will go bust'' - Paul Denley, CEO of Oakham Wealth Management, said he applauded the ambition and that tech was a great enabler, but the reality of business formation…
FT Adviser Article Paul Denley

FT Adviser

8th September 2026 'Good advice starts with questions, not assumptions' - Paul Denley, chief executive at Oakham Wealth Management, said “the danger runs both ways”. “You can patronise someone you assume is inexperienced, but you can…

Bridging Loan Directory Article

2nd September 2026 'Rising gilt yields raise refinancing concerns for bridging loan exits' - Paul Denley, chief executive at Oakham Wealth Management, said: “This isn’t just a UK story, it’s a global one. Yields are at post-2008 highs…