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Staphania Mudherm

Staphania Mudherm

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Amsterdam, Australia (iSnare.com) January-14-2017 -- Oakmere Wealth Management is proud to offer bespoke wealth advice to retiring police officers. We are experienced in working with retiring police officers predominantly within Cheshire Constabulary, advising them generally about how to restructure their financial situation, and also putting their mind at rest that they are doing everything they can to maximise their income in retirement.

We all have goals, dreams and ambitions for the future, for ourselves and our families, but how do we achieve them?

At Oakmere Wealth Management we aim to help you realise your ambitions - whatever they may be. As professional financial advisers we can help you make informed decisions about your financial future - short, medium and long term.

You will almost certainly have plans of one kind or another - buying a home, living abroad, perhaps retiring, but such ambitions have financial implications and you can't leave it all to chance. Careful planning aims to help turn your plans into reality and the sooner you start your financial planning the greater your chance of realising your goals.

There are so many issues to consider when planning one's financial future, whether you are just starting out in your career or are approaching retirement.

Working with Retiring Police Officers

Retirement presents a major crossroads in life, with important decisions to be made affecting families and long-term finances. This is especially important for officers who don't work again.

For those leaving the Police Service it is inevitably a time of great change and each retiring police officer's situation is unique. At Oakmere Wealth Management we take time to get to know the police officers and their families before we put forward any recommendations. Meetings are complimentary, informal, and are usually conducted in the familiar surroundings of people's own homes.

You can rest assured that we will provide you with expert financial advice plus regular reviews and evaluations of your financial plan.

Contact Oakmere Wealth Management Ltd today for a no-obligation consultation about planning your financial future.

Private Clients

We help our Private Clients to create a structured financial plan ensuring mitigation of income, capital gains and inheritance tax within the parameters of their individual circumstances. Whether clients want to grow their wealth or receive a regular income, we look to ensure they obtain the best possible returns on their money in relation to their tolerance to risk and investment objectives.

We also place a strong emphasis on estate and trust planning and in particular ensuring as far as is possible, individuals' assets are protected against third party claims.

Working With You

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.

Women in Business

More women are becoming financially successful and independent than ever before and the need to consider carefully tailored, holistic financial planning advice is becoming of paramount importance.

As a female business owner myself, I appreciate the challenges of juggling work and family life and would be delighted to work with you to undertake a confidential review of both your personal and business goals.

- Are you looking to take a career break; retire early; marry or divorce; care for elderly relatives; or raise finances for private education?

- For your business, are your affairs set up in the most tax efficient way? Are you considering buying into or selling a business? Is your business Will consistent with your personal Will?* Are your key Directors and employees appropriately protected?

Having established your key priorities and goals, we will create a bespoke wealth management plan to help secure financial future.

*Please note that Wills are a separate service to those offered by St. James's Place and are not regulated by the Financial Conduct Authority.

Charities

Charities attract a number of tax reliefs.

We recognise that every charity is different, and look after charitable funds for a wide range of organisations. Therefore, we aim to provide an investment strategy to meet individual charity's requirements. This is based on a full understanding of their income, total return and risk parameters after a consultation.

We provide a bespoke portfolio designed to meet those needs and objectives. We can then adapt the investment strategy, in response to changing charity needs over time. We will also provide regular reporting and attend trustee meetings in line with individual requirements.

Any funds that the Charitable Trust invests will benefit from the distinctive investment management approach of St. James's Place and ongoing monitoring undertaken by the St. James's Place Investment Committee in conjunction with Stamford Associates, Redington and other independent consultants.

What Are The Tax Benefits?

Tax benefits available include:

- Donors can reclaim tax on the value of their donations

- Charities are exempt from Capital Gain Tax, Income Tax, Corporation Tax and Inheritance Tax

- Smaller trusts do not have to register for VAT

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.

The levels and bases of taxation and reliefs from taxation can change at any time and are generally dependent on individual circumstances.

How are Annual Reporting requirements fulfilled?

The Charity Commission requires an annual formal report and accounts to be filed by charities. This can be a complex and time consuming activity, but we can share this responsibility with you in conjunction with a number of external experts. For more information about how this is achieved, please contact us to arrange an initial consultation.

Company: Oakmere Wealth Management Advisors

Contact: Staphania Mudherm

Phone: 01606 530530

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