Oakmere Wealth Management Ltd

About

Oakmere Wealth Management Ltd, Chartered Financial Planner.

Story

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

"Creating the future you imagine for you, and your family almost always has a financial aspect. Whether you’re buying your first home, or working out what kind of retirement you want, a detailed, personalised financial plan will help you achieve your life goals and ambitions."