Client Downloads
Oakwood Financial have the following useful articles available for download.
- 06/2024 Oakwood Investment Portfolios 2024 – Summary Performance
- 06/2024 Key Benefits of a Pension
- 06/2024 Risk Rating Sheet
- 05/2024 Oakwood Financial Advisors – Remuneration & Fee Summary
- 05/2024 Oakwood Brochure – About Us
- 05/2024 Terms of Business & Data Privacy Statement
- 05/2024 Oakwood Investment Portfolios 2024 – Summary Performance
- 03/2024 Wall of Worry
- 03/2024 Aligning Your Model Portfolio with Your Attitude to Risk – 100% Equity
- 02/2024 Investment Philosophy
- 02/2024 Vanguard Fund Returns & Information – December 2023
- 02/2024 Inflation – The Real Enemy
- 01/2024 Retirement Spending Tracker
- 01/2024 Aligning Your Model Portfolio with Your Attitude to Risk – 60_40
- 01/2024 Aligning Your Model Portfolio with Your Attitude to Risk – 80_20
- 01/2024 Equity Market Returns & Declines
- 12/2023 Investment or Savings Plan under a Bare Trusts
- 11/2023 Cultivating Stability – An Update on Markets
- 11/2023 Alternatives to Deposits
- 11/2023 The Markets (Nov 2023)
- 11/2023 How to claim tax relief on your Pension
- 11/2023 Your Retirement Options + ARF vs Annuity
- 09/2023 Employer PRSA – Key Requirements
- 09/2023 Personal Retirement Bond
- 08/2023 Vanguard Fund Returns & Information – June 2023
- 08/2023 Dimensional Fund Returns – 2023
- 07/2023 Oakwood Brochure – About Us
- 07/2023 Aligning Your Model Portfolio with Your Attitude to Risk – 100% Equity
- 07/2023 Aligning Your Model Portfolio with Your Attitude to Risk – 80_20
- 07/2023 Aligning Your Model Portfolio with Your Attitude to Risk – 60_40
- 07/2023 2023 Risk Rating Sheet Oakwood
- 07/2023 Terms of Business & Data Privacy Statement
- 07/2023 The Stock Markets – June 2023
- 06/2023 UK State Pension – Buying National Insurance Years
- 06/2023 Pension Retirement Bond
- 06/2023 Money Market Funds – June update
- 03/2023 Money Market Funds Summary Sheet
- 03/2023 Inflation – The Real Enemy
- 03/2023 The Case For Equities
- 03/2023 Tax Treatment of ARF Policies on Death
- 01/2023 Choose Your Own Investment Journey
- 01/2023 The Overwhelming Case For Equities
- 01/2023 The Stock Markets – December 2022
- 01/2023 Which Portfolio Is Risky
- 01/2023 Wall of Worry
- 01/2023 Market Review & 2023 Outlook