Oakway Connect

You’re a successful professional 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 ambitious and successful professionals get the very best out of their retirement and wealth management strategies.

Most of our clients have to manage the competing demands of work, family and planning ahead for their retirement. But many aren’t sure when that might be, what kind of lifestyle they want or can afford, how much they need to put away now, how to protect their loved ones, where to invest or how to plan for life’s potential future expenses, like their children’s education, weddings or even their own long-term care. And that’s without any of the further complications and challenges COVID has thrown at us all.

If that sounds familiar, don’t worry. That’s where we come in.

We’ll use our experience of working with successful professionals 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 professionals 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 takes the time to understand our objectives and concerns, ensuring that our conversations and actions are tailored to our specific needs which provides a great deal of comfort to me and the family. I would place Mark and Oakway WM at the top of the list when selecting an adviser as he and the team provide a first class professional service.”

Jeremy Cunningham, Investment Manager

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 professionals 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!

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