About Oakmere Wealth Management Ltd
Oakmere Wealth Management Ltd, Chartered Financial Planner.
Oakmere Wealth Management Ltd Description
I am passionate about financial planning and wealth management and love meeting and speaking to people. By listening and understanding an individuals goals and dreams, I can help to build a financial plan to achieve those goals. I can help you build a strategy for wealth creation, wealth preservation and succession as well protecting yourself, your family and your business. I can also help with financial planning during and after a divorce.
As a Partner Practice of St. James's Place Wealth Management, I provide a range of wealth management services to individuals in the North West. My emphasis is on maintaining a long term relationship with my clients, and to provide them with a source of trusted advice as their financial needs evolve over the years.
If you are currently concerned about a particular issue such as Investment, Pensions, Inheritance Tax Planning or Long Term Care planning then please contact me for further information on 01606 530530(office telephone number) or mobile 07970 670064.
Please visit my website for more information: www. oakmerewealth. co. uk.
Specialties
Inheritance Tax Planning
Savings & Investments
Pre & Post-Retirement planning and pension transfers
Long Term Care Planning
Reviews
Happy Easter from everyone at Oakmere Wealth Management #easterathome #familytime
Not to be missed!
Would you like an insight into current markets? Join us on 16th April at 11am!
During this challenging period, small business owners can take five important steps to protect their businesses, including taking advantage of the government's new forms of support - Find out more here
#smallbusiness #government #entrepreneur
Here's a really useful summary of the support available along with contact numbers and links to websites:
#whateverittakes #financialplanning #supporthttps
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Very proud to be featured in MoneyMarketing today talking about what a great industry this is for women - we need to get more women involved in finance #financialplanning #yesshecan #wisdomcouncil
todayhttps://www.moneymarketing.co.uk/ana lysis/sjps-carla-brown-on-winning-the-fi rms-top-prize-as-a-woman/
Excited to be attending the Women in Investment Festival 2020 today!
Very proud to announce we now have another member of the team qualified to Level 4 diploma level ūüĎŹ Well done Rachel ūüßĎūüŹĽ‚ÄćūüéďūüĆü
https://www.linkedin.com/…/carlabrown1_ financialeducation-b…
Please take advice from a property authorised financial adviser before making a costly mistake. If it looks too good to be true, it usually is!
Highly Commended at the Women in Finance 2019 awards in London in the Financial Planner of the Year- North West category! How exciting! ūüėä
We've been nominated!
https://urldefense.proofpoint.com/v2/url‚ Ķ
Very proud of our Carla Brown, fantastic achievment! https://urldefense.proofpoint.com/v2/url‚ Ķ
We are delighted to announce that Carla won the EISA Best Financial Planner 2018 award at the House of Lords last night. The judges feedback can be found here https://eisa.org.uk/events/eisa-awards/