Investment Planning
Create a tailored investment strategy that reflects your unique goals, objectives, milestones and aspirations.
Bespoke Advice. Protected Legacy. Wealth Managed.
Advising families, professionals and business owners on the decisions that shape long-term financial security, helping and guiding them through life's challenges and changes.
Locally Anchored. Nationally Focused. Strategically Driven.
One Team. Tailored Service. Personalised Relationship.
About Arkana Wealth
Built from experience, committed values and a deep understanding of wealth management principles.
Financial planning should reflect the life behind the wealth. Arkana Wealth brings the two together, creating a clear strategy shaped and defined by individual circumstances, priorities and the choices ahead.
We challenge the assumptions, question the status quo and seek better solutions. Navigating clients through complexities with confidence and clarity.
Rooted in Oxford, its heritage, foundation and commitment to excellence are a testament to the quality of service we strive to provide, deliver and uphold.
Our Services
Holistic view of your past, present and future.
Retirement Planning
Build a secure and comfortable retirement, ensuring your golden years are as fulfilling as you envision.
Protection Planning
Safeguard your future against unexpected events, ensuring you and your loved ones are well protected.
Estate Planning
Preserve your legacy for future generations, ensuring your wealth is passed on to those who matter most.
The value of investments can go down as well as up, and you may get back less than you invested. Tax treatment depends on individual circumstances.
Building Your Plan
We proactively listen, strategise and manage.
The Introduction
We take time to understand your situation, priorities and plans, synchronising our approach with your goals and requirements.
The Analysis
We deconstruct, examine and assess your position, model the outcomes and present realistic options suited to your circumstances.
The Reviews
We provide ongoing support and regular reviews to ensure your plans remain aligned and adapted to your ever-evolving needs.
Expertly Backed. Technologically Enabled. Future Focused.
Delivering Innovative Solutions, Efficiently and Effectively.
Visionary In Practice
Access to a suite of advanced tools and an intelligent investment platform.
Lifestyle Modelling
Scenario mapping, stress testing, and long-term outlooks. Evaluate the impact, costs and benefits in action before implementation.
Centralised Portal
Instantly available, fully tracked, fully secure. View your portfolio, statements and correspondence all in one place.
Simplified Reporting
Jargon free recommendations, market updates and insightful guides. Diligently presented and patiently explained.
Insights & Client Stories
The reality and benefits of wealth management in effect.
What the Budget changed for savers
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Why protection usually comes before investing
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Should you consolidate old workplace pensions?
Bringing scattered pots together is often sensible and occasionally expensive. What to check before you move anything.
Gifting, and what the seven-year rule really means
The rule most people half-remember, explained properly — including the part that catches families out.
What investment charges actually cost over thirty years
A small percentage compounds into a large number. Here is the arithmetic, without the sales pitch.
Retirement imminent for executive couple with big future plans
How we helped an executive couple approaching retirement plan their income, tax and inheritance position, starting from a lifetime cash-flow analysis.
Corporate director looks forward to the good life
How a corporate director with most of his wealth in company shares planned an earlier exit, keeping his family’s protection in place.
How financial protection helps to secure your future — even when the unexpected happens
How critical illness cover, put in place beforehand, kept a couple’s retirement plans on track through a serious illness and a redundancy.
Business sale leads to lifetime financial freedom
How a business owner approached to sell his company tested whether the proceeds, his pensions and his investments would be enough to stop work.
Contact Us
Prepare and plan for tomorrow, today.
No matter the size, complexity or scope, our team are ready to help, guide and provide assistance, we always welcome a conversation.
contact@arkanawealth.co.ukThank you. We've received your enquiry, and we'll get back to you as soon as possible.
Common Questions
What does a wealth manager do?
We help you organise and structure your wealth, income and assets around your life goals through careful planning and actively keep those plans under review as your circumstances develop.
What is the minimum investment requirement?
We do not have a set minimum investment requirement. We advise upon the needs of each individual client, respectfully and responsibly.
Do you incorporate or provide sustainable investing options?
We screen and select from a range of professionally managed funds & portfolios that are designed to align with your personal values, preferences and environmental goals.
What are the charges and fees?
We provide a transparent overview of all initial & ongoing charges and fees, in GBP terms, ensuring that you are fully informed upfront before any commitments are made.
Are you an independent or restricted firm?
We’re exceptionally proud to be a part of the Quilter network, we benefit from and operate with the backing, support and regulatory oversight & infrastructure of one of the UK’s largest wealth management networks.
Can you coordinate with my existing accountant or solicitor?
We actively liaise with tax and legal professionals. This unified approach enables us to collectively look out for your best interests, frictionlessly.