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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…

The Express
12th June 2026
'Invest your ISA early'
- Each tax year, thousands of investors engage in what might appear to be an almost obsessive ritual. On the morning of April 6, the very first day of the new tax year, they transfer funds into their…

Daily Mail
11th June 2026
'Working and the World Cup'
- The firms allowing staff to come in later during World Cup: Bosses let workers delay start times. Businesses across Britain will allow tired staff to come into the office later than normal during…

Market Update - Video
Investment Update - 8th June 2026
- The first quarter of 2026 was a reminder that markets do not move in straight lines. In this 7 minute video, CEO Paul Denley presents the latest investment update from Oakham Wealth Management,…

The Express
6th June 2026
'Save money for your children'
- Parents could accumulate a fund worth approximately £65,000 for their child by taking one straightforward step early on, according to an expert. While many assume wealth creation hinges on selecting…

Business Matters Magazine
2nd June 2026
'Rearranging deckchairs on a heavily taxed ship”: business owners round on Labour’s tax-and-spend mindset'
- Britain’s small business community has reacted with thinly veiled fury to the disclosure that Work and Pensions…

FT Adviser
1st June 2026
''Advisers are not charities’: readers debate call to waive investment minimums'
- An FT Adviser article on financial advice for female footballers has sparked a broader debate on advice fees, with one reader commenting that…

Spear's500 - Oakham Wealth
Spears Review - 27th May 2026
Paul Denley, co-founder and CEO at Oakham Wealth Management in London, is more focused on maintaining close relationships with his entrepreneurial clients than attracting new ones.
Click HERE to read the Spear's…

The Express
25th June 2026
'Sterling strength'
- Sterling has reached a 10-month peak against the Euro today. The Pound touched €1.162 on Wednesday morning – the strongest position it has occupied since August 2025. Specialists said British travellers,…

The Express
22nd May 2026
'Losing money to silent tax'
- The real value of your savings is being eroded year after year, according to a wealth management expert. This is what all savers must do to escape the "silent tax" of inflation, according to an…

FT Adviser
20th May 2026
'Advisers voice concerns over private equity market consolidation'
- Advisers have raised concerns that private equity consolidation in the sector could reduce consumer choice. Last week, FT Adviser reported on a consolidation…