14 Warrington Road Cuddington, Northwich CW8 2LJ, United States (iSnare.com) January-14-2017 -- We advise on many aspects of wealth management, helping individuals of widely differing resources or life stages. This includes access to the exclusive range of St. James's Place products which offer many important benefits. Perhaps the most remarkable is the distinctive and highly successful approach to investment management.
We are also able to assist businesses in the increasingly complex area of corporate financial planning, from pensions through to insuring against the loss of a key Director.
Investment Planning - Personal & Corporate Tax Planning
Business Protection - Trust and Estate Planning*
Income Protection - Private Medical Insurance
Portfolio Management** - Critical Illness
Inheritance Tax Planning - Retirement Planning
Employee Benefits - Life Assurance
Pensions in Divorce service - Business Exit Strategy**
Trustee Investment Planning
Whatever your circumstances, we can create a financial strategy personalised to the specific needs relevant to you as an individual, your family or your business.
Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. In our experience, no two clients are the same and we therefore ensure that we understand your personal or business objectives and deliver solutions that are right for you.
We do not provide off the shelf solutions, but we offer the benefit of a single relationship for all of your financial planning needs. We strive to offer the very best service to develop a long term relationship with you.
We aim to deliver our commitment by:
Providing personal face-to-face financial advice
Giving you the opportunity to review your financial affairs regularly
Effectively managing your investments via our distinctive approach
Keeping you informed of the latest news and any changes that might affect your personal situation
Listening to your feedback
Ensuring that our dealings with you are sensitive to your needs
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
I am the Founder and Managing Director of Oakmere Wealth Management and I am responsible for meeting with clients and providing Wealth Management advice.
I have worked in Financial Services for over 19 years in which time I have undertaken a significant number of qualifications. I achieved the status of Chartered Financial Planner in 2012 and I am a Fellow of the Personal Finance Society. These are the premier titles for financial advice professionals and shows that I have attained and maintained the highest and most prestigious level of professional achievement. I am also a member of the Society for Later Life Advisers (SOLLA) and hold the Later Life Adviser Accreditation.
Prior to setting up Oakmere Wealth Management, I had a successful career working for HSBC Bank Plc for several years.
I work closely with other professionals such as solicitors, accountants and other financial services specialists to ensure that my clients receive the best advice available. It is not unusual for me to work alongside clients' own professional advisers, making the process simpler and saving valuable time.
Because of my strong client focus, I build my business solely on introductions, both from my private clients and from other long-standing professional relationships. My clients are keen to recommend me to their friends, family and colleagues so that they too may benefit from the sound professional advice they have themselves received.
I place a strong emphasis on my personal development and pride myself on my personal relationships with my clients.
Oakmere Wealth Management Ltd is based in Cheshire and also has offices in central Manchester. We provide high quality Wealth Management advice to Private Clients, Business Owners, Trustees and Charities.