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Oakham Wealth Management Ltd Intelligent Investment Management for Long Term Investors | Certified B Corp Wealth management firm based in central London | Certified B Corp

Advisers' Budget 2026 wish lists – 'this is a scary one'Paul Denley, CEO at London-based Oakham Wealth Management, said:...
18/09/2026

Advisers' Budget 2026 wish lists – 'this is a scary one'

Paul Denley, CEO at London-based Oakham Wealth Management, said: “My biggest hope is that this is a Budget for growth rather than another exercise in finding new things to tax.” Stability is paramount, he added, pointing out the nation has already had changes to capital gains tax, inheritance tax, pensions, business reliefs and taxes on savings and dividends, each presented as a one-off. “Reversals are probably wishful thinking, but a benign Budget that leaves the regime alone, and signals it will stay that way, would itself be welcome,” he said.



Financial advisers are braced for unwelcome surprises in the upcoming Autumn Budget, even as they call on politicians to stay away from more changes that disrupt client’s tax and retirement planning.

Pokémon cards set to soar in value as new release to launch this week Paul Denley, chief executive of Oakham Wealth Mana...
18/09/2026

Pokémon cards set to soar in value as new release to launch this week

Paul Denley, chief executive of Oakham Wealth Management, said new releases or launches can bring old collectors back while attracting a new generation of fans who want vintage items. “For collectibles, value sits at the intersection of scarcity, condition, and demand, with demand driven by cultural relevance.”


POKEMON cards gathering dust in cupboards and attic could be worth a small fortune – and a new release set to launch this week could boost their value further. The Pokémon Trading Card Game i…

Advisers and ETFs – are attitudes and portfolios changing?Paul Denley, CEO at London-based Oakham Wealth Management, sai...
18/09/2026

Advisers and ETFs – are attitudes and portfolios changing?

Paul Denley, CEO at London-based Oakham Wealth Management, said for him ETFs are “increasingly useful as tools for expressing investment views rather than simply accessing cheap beta”. “Our portfolios are asset allocation led and globally diversified, and ETFs help us implement targeted decisions precisely and at low cost,” he added. Index concentration is a good example, said Denley. With a handful of tech mega caps dominating the S&P 500, an equal weight S&P 500 ETF provides his clients with broad US equity exposure without overexposure to the largest stocks.



Laura Miller explores the slowly strengthening adviser/ETF relationship…

More Gen Z entrepreneurs launching businesses 'but many will go bust'Paul Denley, CEO of Oakham Wealth Management, said ...
18/09/2026

More Gen Z entrepreneurs launching businesses 'but many will go bust'

Paul Denley, CEO of Oakham Wealth Management, said he applauded the ambition and that tech was a great enabler, but the reality of business formation was altogether different. He continued: “A limited company takes 10 minutes and a few pounds to register. Building a business takes years.


Side-hustle culture is 'booming', but there's a warning

‘Good advice starts with questions, not assumptions’Paul Denley, chief executive at Oakham Wealth Management, said “the ...
18/09/2026

‘Good advice starts with questions, not assumptions’

Paul Denley, chief executive at Oakham Wealth Management, said “the danger runs both ways”. “You can patronise someone you assume is inexperienced, but you can equally fail a potentially vulnerable client by assuming that wealth or professional success means they understand complex financial matters,” he said. “Some very successful people know surprisingly little outside their own field, while someone who looks modest on paper may have an exceptional grasp of investments, tax or pensions.”

Advisers have been in touch with FT Adviser to warn of the dangers of basing recommendations on stereotypes or assumptions.

12/08/2026

American Express refuses to raise Alan Sugar’s credit card limit

Paul Denley said: “Amex declining a billionaire feels absurd, but credit decisions aren’t a wealth test - they’re an affordability and risk assessment.”



12/08/2026

Number of families too rich for free childcare quadruples

Paul Denley from the investment firm Oakham Wealth Management said the threshold no longer reflected what was considered a high income.



Housing costs accelerating ‘great wealth transfer’Paul Denley, chief executive at Oakham Wealth Management, said clients...
12/08/2026

Housing costs accelerating ‘great wealth transfer’

Paul Denley, chief executive at Oakham Wealth Management, said clients were “recognising that money is worth more to a child at 35 than at 65.”



Higher housing costs and affordability pressures have accelerated the great wealth transfer, with clients increasingly looking to pass on money during their lifetimes, according to advisers.

Big decisions’ wealthy people make while others are on August holidaysPaul Denley, CEO of London-based Oakham Wealth Man...
12/08/2026

Big decisions’ wealthy people make while others are on August holidays

Paul Denley, CEO of London-based Oakham Wealth Management, said: “Affluent people certainly enjoy holidays, but many also use the quieter weeks of August to make some of their biggest financial decisions."



A wealth manager has explained what the money savvy are up to this month

Beach hut prices sink as pandemic boom fadesPaul Denley, of Oakham Wealth Management, said: “Beach huts were the poster ...
12/08/2026

Beach hut prices sink as pandemic boom fades

Paul Denley, of Oakham Wealth Management, said: “Beach huts were the poster child of pandemic-era exuberance. Inevitably that froth was never going to last.”



Demand collapses as experts say coastal cabin trend ‘was never going to last’

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