Paul Denley

Chief Executive | Oakham Wealth Management | Investment management for private & professional clients, entirely focused on performance & service. @oakhamwealth

[Paul Denley @pauldenley]

https://t.co/fEDgQRuVg6
#ft #ftadviser #sustainableinvesting #esg #investing #wealthmanagement

[Oakham Wealth Management Ltd | B Corp @OakhamWealth]

Market Update – Trump’s Tariffs https://t.co/81hueWAIUd
#markets #trump #tariffs

[Paul Denley @pauldenley]

Sounds like you’ve had some frustrating experiences. I get where you're coming from. I’m based in the UK, but perhaps some thoughts on your points might resonate.

"No value in growing net worth" & "exclusive investments aren't that exclusive" Yep, if you're financially savvy with tons of free time, you might not need a wealth manager. But for wealthy clients juggling complex finances, multiple priorities, or just wanting a sounding board for big financial decisions - there is a clear need. The value shouldn’t be about access to exclusive deals. It's about a comprehensive long-term strategy, tax optimisation, and preventing costly mistakes.

"They're structured against success" & focus on big clients. You're right about many big firms - boutiques live and die by the service provided.

"Unhelpful advisors" Sounds like you've had some bad experiences. I wouldn't be sold on "access". Look for other qualities such as reasonable and transparent fees, longevity of management, access to directors, and quick responses to your needs.

"They aren't smarter than you" Fair point – it shouldn’t be about intelligence. It's about having the time, resources, and experience to manage portfolios for the long term. We also often become financial therapists, helping clients to avoid panic-selling during market meltdowns.

Yep, institutions have been known to sell you ideas - we're not here to push expensive products or impress you with jargon.

"Just invest in S&P500" The S&P500 has proven great for growth in the long-term, but right now it's significantly tech heavy. You would be making an active decision to be overweight in tech, not a passive one. I would suggest a core & satellite approach: a core portfolio in long-term investments (maybe index trackers and bonds), and for the satellite, an execution-only account where you can invest in exciting businesses you think will outperform.

Tax optimisation. This is often a key part of our role. From a UK perspective, you can invest in government bonds (gilts) where the capital gain is tax-free. This can significantly reduce the tax burden over time for larger clients.

Wealth management isn't for everyone, but for certain families with significant wealth and complicated lives, the right adviser can be a game-changer…

[Paul Denley @pauldenley]

Stock markets are hitting record highs - is now a good time to invest? https://t.co/kIMOrcxo2a

[Oakham Wealth Management Ltd | B Corp @OakhamWealth]

Market Update – Wild Swings! https://t.co/UVf82XP416
#wealthmanagement #inflation #interestrates #Markets

[Paul Denley @pauldenley]

@archer_rs Ha - good one. They’ve replaced the Isle of Wight too.

[Paul Denley @pauldenley]

We are thrilled to have joined @Pension4Purpose

#sustainableinvesting #ESG #wealthmanagement

[Pensions for Purpose @Pension4Purpose]

We are delighted to welcome @OakhamWealth as a member of #PensionsforPurpose. They are a B Corp independently owned boutique investment firm which manages investment portfolios for private and professional clients. #Members #ImpactInvesting https://t.co/HVZJ9xjfyq

[Paul Denley @pauldenley]

@afneil Hardly conclusive is it? This is more about dollar weakness…

[Paul Denley @pauldenley]

@archer_rs You may not. A man is supposed to walk on the left side of a woman but some rules have rightfully died out…

[B Corp UK @BCorpUK]

There’s something in the air tonight 🐋@NHM_London #1000xBetter

[Paul Denley @pauldenley]

@sdonnan @LindaVT @GiovSalv Ha, yes. Your question was how to enthuse your son, not encourage him to give up! Others have mentioned it but I’d suggest Tim Harford’s Undercover Economist to bring economics to life.

[Paul Denley @pauldenley]

@hugorifkind @KateEMcCann The blanket would go on the floor in your tent. Toasty!

[Oakham Wealth Management Ltd | B Corp @OakhamWealth]

Market Update – Taming Inflation https://t.co/W8m1izeCQM
#inflation #interestrates #WealthManagement #markets

[B Corp UK @BCorpUK]

"For the sceptics and the less community-minded, having been through the process, I can point to several reasons why becoming a B Corp is good for business too."

@OakhamWealth is now a part of the #BCorp Community — welcome! 🎉

https://t.co/GMzVSXbXDm

[Paul Denley @pauldenley]

@OakhamWealth signs the Finance for Biodiversity Pledge

[Finance for Biodiversity @FinanceforBio]

📢 We are welcoming 9 new Pledge signatories: @APG_News, @AstanorVentures, @austethical, Deutsche Oppenheim Family Office, @followlgt, Nordis Capital, @OakhamWealth, @OFI_AM, @PartnersSlm.

Reaching:
🙌 98 signatories
🌍 from 19 countries
⭐️ €14tn in assets

#Stockholm50

[Paul Denley @pauldenley]

Investment Update - Inflation Overshoot
#wealthmanagement #inflation #interestrates

https://t.co/AgwnSLzCE8

[Paul Denley @pauldenley]

Happy Earth Day!
#sustainability #earthday #WealthManagement

https://t.co/AgovO1ZhnJ

[Paul Denley @pauldenley]

An important day for the BBA. A big turnout of support from BBA signatories. 👏🏻

[Better Business Act @betterbizact]

A huge thank you 🙏 to the MPs, supporters and volunteers who have been in Westminster championing the Better Business Act today. For more information about the Act: https://t.co/gGOwOZL0NX #BackTheAct

[Better Business Act @betterbizact]

A huge thank you 🙏 to the MPs, supporters and volunteers who have been in Westminster championing the Better Business Act today. For more information about the Act: https://t.co/gGOwOZL0NX #BackTheAct

[Paul Denley @pauldenley]

Oakham joins the Good Business Charter https://t.co/ikM7bxSiur