Oakmere Wealth Management Ltd

About Oakmere Wealth Management Ltd

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Trusted by hundreds of Clients and their families. Our financial planning is designed with you in mind to help you identify true wealth and not just transactions. We take pride in our long standing relationships we’ve built with our clients. Our proven track record of Financial planning have become trusted resource for hundreds seeking a brighter financial future.

We believe true financial planning is deeper than just money and her at Oakmere, we start with a conversation. What are your dreams, aspirations and challenges?

Once we understand what you want to achieve, we look at what you have in place currently to better understand your current financial situation.

Then we create a bespoke plan, tailored to get you to the financial future you are looking for, from your current financial position. We’ll go through this in great detail for you so you feel confident in making empowered decisions for your future.

Then we implement the plan and ensure that any recommendations are carried out.

But it doesn't stop there – The key to a successful financial plan is building a trusted, lasting relationship so we remain with you, having regular follow ups or catchups. So we can continue to provide you with the best advice, meet any changing needs and making adjustments where necessary.

We help many different people from business owners to private clients, achieve their retirement goals:
Business owners can identify their purpose and achieve their business goals with confidence.
Individuals can thrive in retirement and enjoy financial freedom with our sound financial planning.
Young professionals can create the wealth and achieve the retirement journey they deserve.
Helping company directors focus on their personal goals and financial freedom.
Private clients can realise their potential and make wise decisions about money.
Our financial planning helps high-net-worth individuals to realise their potential and make wise decisions about money.