Oval Wealth Management

Acquire. Preserve.

Enjoy. Share.

Wealth management isn’t just about managing assets and liabilities – it’s about achieving ambition, planning around milestones and responding to change. That’s why it pays to have a trusted financial partner to help give life to your success - the way you want, when you want.

You may be on your way to getting where you want to be in life. Or you may already have arrived. Wherever you are on the wealth curve, it makes sense to plan ahead and be able to adapt to changing circumstances, needs, priorities and the unexpected. That’s why choosing the right wealth management partner - with the right skills, the right experience and the right understanding - is an important step towards making your assets work harder in the way you want.

Welcome to Oval Wealth Management Part of the Oval group, we are specialists in wealth management for higher net worth individuals. We understand that managing and nurturing personal wealth isn’t just a technical exercise in bottom line assets and liabilities. It’s about the life triggers that prompt us to think about what comes next, about what we want to do, where we want to be and how we use our personal means to achieve those aspirations.

We also understand that it’s about time. There’s a wide range of organisations, institutions and professions who can help. But whether it’s cash, tax, investment, life assurance, estate or retirement planning, you want to make sure you’re making the best use of your time – time that is precious and likely under pressure from many directions at once.

At Oval Wealth Management, we combine all the skills you might need in one place. What makes us different from other advisors? We call it Communication, Education & Advice. Clear communication that simplifies financial complexity, backed by astute education should you need it and crafted advice that gives you informed control over your assets.

It’s all in the relationship. We have drawn together experienced, high calibre and highly qualified professionals who blend the technical, investment, advisory and listening skills that are essential to delivering the exceptional levels of insight, innovation, service, understanding and guidance.

You work hard to create the things you want in life. The rewards of that work mean different things to different people – but there are some fundamental questions that remain the same regardless. How do you maximise your wealth? How do you preserve it? How do you intend to use and enjoy it? How might you want to share and pass it on to your next generation?

Expert wealth planning built around you and your needs

Integrity applies to everything we do. We aren’t tied to specific product providers, underpinning our commitment to innovation with intellectual freedom - giving you the peace of mind that our recommendations always have your best interests at heart. Our fee structure is totally transparent; we’ll always breakdown our costs so you know in advance what our services cost. No ifs or buts. No small print.

Our ethos, size and national coverage enable us to provide a level, depth and quality of service that we believe is second to none.

• Efficiency and performance-led investment, tax, risk, cash, profit extraction, estate, inheritance and life assurance planning

• Flexible needs analysis and expert financial planning

• Face-to-face reviews with your Oval Adviser plus your own Discretionary Fund Manager if appropriate

• Scenario planning • Access to our client support team• Investment valuations plus portfolio performance,

technical and trend bulletins• Full access to our network of trusted partners

spanning a wide range of professional service disciplines

As a private client of Oval Wealth Management, you’ll enjoy access to the following resources:

Nothing in life is certain. But with Oval Wealth Management, you can rely on quality service, expert advice and high performance that are with you every step of the way.

www.theovalgroup.com

Oval Wealth Management – your trusted advisory partnerOval Wealth Management is part of The Oval group; one of the UK’s largest independently owned financial services companies.

Wealth management, the Oval wayThe key to effective wealth management lies in the professional relationship and mutual understanding we establish between us: that’s why we set such store by the listening skills of our people.

Understanding you and outlining your plan

Together, we discuss, clarify and prioritise what’s important to you - your situation, concerns, goals and aspirations. We explore your attitude to risk, outline our fee structure up-front and develop your outline financial plan.

Formalising our relationship

Signing our Terms of Business and Engagement establishes our professional relationship and enables us to act for you. We then confirm in writing all research and recommendations to act as our starting point.

Plan presentation and review

Your personalised Wealth Management Plan covers all initial recommendations across areas like net worth, retirement planning, financial risk management and tax planning. This forms the basis of activities over the next year.

Implementing your Wealth Management Plan

We perform all the necessary research, advisory, submission and administrative tasks on your behalf to match your plan to any and all relevant combinations of appropriate products or services we agree.

Information Gather

Establish Relationship

Assess Current Position

Present a Plan

Implement the Plan

Manage the Plan

Ongoing management

We’re with you for the long haul and this is where the real work begins – delivering the security, stability, performance and choice you seek through the highest possible level of client service. We regularly review performance with you, monitor and share emerging trends, threats or opportunities and make any adjustments needed to develop your portfolio.

About the Oval groupThe Oval group is a leading UK risk, insurance broking, healthcare and financial services advisory group.

Part of the Oval group, Oval Financial Services is one of the premier financial advisory firms in the UK. We go beyond traditional boundaries to contribute positively to the success and profitability of our clients. That’s why we are the financial services adviser of choice for thousands of businesses and individuals across the UK.

Would you like to talk?If you have any questions or would like to explore the wealth management options for you and yours, we’re here to help.

Call: 0800 612 6223

Or drop an email to:

wealthmanagement@theovalgroup.com

Oval Financial Services LimitedRegistered Office: 9 South Parade,Wakefield, WF1 1LR

Registered in England No: 02192234Authorised and regulated by theFinancial Conduct Authority.

www.theovalgroup.com