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Commentary

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Please note with regard our historic news, Oaktree Wealth Management rebranded to Harpsden Wealth Management as of April 2015.

Backing for youth festival

BUSINESSES and community groups have come forward to support the Henley Youth Festival, and OakTree Wealth Management will pay for the programme to be printed.

The key hopes and fears of wealth management chiefs in 2014

From further consolidation and rising regulatory costs to managing client expectations and navigating choppy markets, wealth management businesses can be sure of another year of challenges. But despite the headwinds, opportunities abound for wealth managers with a clear investment proposition, solid performance and compelling service levels. We asked a number of wealth managers and former […]

OakTree Wealth’s Brady: the party is over

OakTree Wealth Management founder Ian Brady traded emerging market exposure ahead of this summer slide for European and US equities, but is wary about the current run in risk assets.

A tough nut to crack

For many advisers the challenge has not been fee disclosure but the creation of a profitable ongoing service proposition, particularly with regards to existing clients. While it may be easy to create the ‘ideal proposition for the ideal client’, in reality this has three consequences.

Advisers urged to beware consequences of LTA cut

The associate director of Oxfordshire-based Oak Tree Wealth Management said advisers should make a list of the pension assets of each client, regardless of whether they are handling their pension affairs or not, before the lifetime allowance is cut from £1.5m to £1.25m in the next tax year.

How to integrate ethical investment into your offering

We find that clients want to be either all in or all out, and it’s the demand that has driven our process. My experience is that those people who want a specific ethical investment strategy have their entire portfolio as ethically invested funds.

Revealed: Wealth managers’ property fund favourites

Wealth managers have been shifting assets out of fixed income and into property as the unloved sector comes back onto investors’ radar. In an environment where there is little value left in some parts of the fixed income market, investors have been looking to property for an alternative source of yield. The latest figures from […]

Is China heading for a credit crunch?

As concern about an impending crunch in China’s credit markets grows, Rebecca Jones asks Ian Brady if they are selling the region or holding steady. I started selling-out of China in late January, following a visit to Hong Kong where I met several local fund managers who were worried about bubbles appearing in some Asian markets. […]

OakTree grows thanks to service rooted in research

Henley-on-Thames-based OakTree Wealth Management survived tough economic headwinds in its early days.

Revealed – IFAs with transparent fees & charges

We were pleased to read in this weekend’s Independent that a mystery shop exercise identified “independent” financial advice firms – selected by virtue of their advisers’ good client ratings on the VouchedFor website – have embraced new legislation and are being open and transparent about their charges…

Archive Commentaries & Briefings

We have combined our Commentaries and Briefings within our News, to make them more accessible to our website users.
If you are looking for our old Commentary and Briefing downloads, please follow these links:

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Archive Briefings


Testimonials

Jeremy is always easy to contact and is happy to meet as frequently as I feel is necessary. He is measured and empathetic to my situation. He always deals with ad hoc requests swiftly and he has provided advice over and above that which I am paying for.”

Stacey, London

“Roland prepares well for our review meetings and always allows plenty of time for a full discussion of our affairs and explanations of relevant new developments/legislation. He always deals with our affairs and any queries that may arise during the year promptly and efficiently. We are very pleased with all aspects of the service we receive.”

Andrew, Suffolk

“Harpsden provided us with excellent, complete and impartial advice. Jeremy Arthur’s understanding of matters peripheral to investments was very good and his knowledge enabled us to question and clarify other advice being provided by other advisers. We have complete trust in them which we have not always felt with other financial advisers.”

Amanda, Oxfordshire

“Jeremy has been an exemplary advisor, offering me excellent professional advice, showing absolute professional discretion and where appropriate connected me to useful contacts. It has to date been a pleasure working with Jeremy.”

Stephen, Oxfordshire

“Jeremy has been very professional from day one and has always taken the utmost care in finding out what I needed and how to best provide that for me. It does not end there, we meet on a regular basis to discuss where I am and any changes in my short or long term plans. I would wholeheartedly recommend Jeremy without any hesitation what so ever.”

Lis, Oxfordshire

“I completely trust Roland. He’s clear in assessing the level of risk I want to adopt, in advising on my current position and the options available, and in explaining his reasons for his advice on the best way forward. I have been using him for many years, and trust him so much that he is now also advising my wife, my 2 children, my mother and also acted (until her death) for my aunt!”

Robert, Surrey

Our Awards

Professional Advisor Awards 2019

Finalist: Adviser Firm of the Year – South East

Society of Trust and Estate Practitioners (STEP) 2018/19

Finalist: Financial Advisor Team of the Year 2018/19

Professional Adviser Awards 2018

Winner: Adviser firm of the year (UK)

Professional Adviser Awards 2018

Winner: Adviser firm of the year – South East

New Model Adviser

Top 100 Financial Planning Firms 2018

Corporate Chartered Financial Planners

awarded by The Chartered Insurance Institute (CII)

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