Oakway Connect

You’re a successful lawyer at the top of your game

But are you on top of your own retirement strategy and financial wellbeing?

At Oakway, we specialise in helping successful lawyers get the very best out of their retirement and wealth management strategies. Our experience of working with senior lawyers at many of the most prestigious firms means we’re very familiar with the challenges you face.

You’re likely to be juggling the competing demands of work, family and planning ahead for your retirement. But you’re probably not sure when that might be, what kind of lifestyle you want or can afford, how much you need to put away now, how to protect your loved ones, where to invest or how to plan for life’s potential future expenses, like your children’s education, weddings or even your own long-term care. And that’s without any of the further complications and challenges COVID has thrown at us all.

That’s where we come in.

We’ll use our experience of working with successful lawyers just like you to help answer three critical questions that could transform your retirement and wealth management strategy:

  1. How much will you need to fund the lifestyle you want?

  2. Are you on track now to achieve it?

  3. What more could you achieve with some additional planning?

Book a Meeting

An exclusive consultation with Mark Jackson

We’re offering an exclusive consultation with Mark Jackson, the Founding Partner of Oakway Wealth Management. Mark has extensive experience of helping successful and ambitious lawyers  plan their retirement and wealth management strategies.

Mark will use the session to find out what’s important to you as well as your goals and aspirations. He’ll then draw on his expertise and our powerful planning software to see how realistic your goals are, share with you how we’ve helped others facing similar challenges and start looking at what more you could achieve with just a little more planning.​

There’s no obligation and at the end of the session you’ll be empowered with the right kind of knowledge to make better decisions about your wealth management strategy.

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“Mark Jackson was recommended to us by a trusted friend and it turned out to be a valuable introduction. From our first meeting, we felt we could trust and rely on Mark and his team, and they also helped us align as a couple of our financial matters. We felt they were interested in finding out what was important to us and in helping us achieve the best return on our pensions…”

Kirshen Rundle

Reasons to talk to us

Although everyone is different, we know from experience that there are a number of common reasons why so many successful lawyers come to us for help planning ahead for their retirement and managing their wealth.

Here are some of the most frequent scenarios we come across:

  1. You’ve started to think seriously about the next 5-10 years and what you should be doing about ‘retiring’.

  2. You’ve received a bonus or built up significant cash in savings and want advice on what to do with it.

  3. Managing your finances has become increasingly complicated and time-consuming and you could do with a helping hand.

  4. You have concerns that your pension could be performing better.

  5. A life event – or perhaps even some reflection during the COVID pandemic – has led you to reconsider your strategy.

  6. Somebody – a colleague, a friend or your partner – has told you to!

  7. Whatever your reason, we can help you to plan ahead with confidence.