Press Releases from Oakmere Wealth Management Advisors (7 total)
Oakmere Wealth Management Advisors 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…
Oakmere Wealth Management Advisors - Charities
Charities attract a number of tax reliefs.
We recognize that every charity is different, and look after charitable funds for a wide range of organizations. 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…
Oakmere Wealth Management Advisors: A Holistic Approach
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…
Oakmere Wealth Management Advisors - Later Life Adviser
The Later Life Adviser Accreditation
The Later Life Adviser Accreditation (LLAA) is the recognised benchmark for advice skills of advisers who specialise in later life planning. An accredited Later Life Adviser can advise on equity release*, long term care funding, pensions and annuities, investments, savings and tax planning.
Being independently accredited offers the added reassurance that you will receive the practical help and guidance needed to help you make the right decisions…
Oakmere Wealth Management Advisors - 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…
Oakmere Wealth Management Advisors - Chartered Financial Planner
Carla Brown graduated through the Chartered Insurance Institute and has been awarded the title Chartered Financial Planner by the Chartered Insurance Institute (CII).
Chartered Status is the profession's gold standard for financial planners. It confirms that every Chartered Financial Planner has completed a suite of professional qualifications equivalent to a bachelor's degree.
It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics. You can…
Oakmere Wealth Management Advisors - Investment Management Approac
St. James's Place Wealth Management recognizes that no single investment house has a monopoly on investment expertise, and St. James's Place do not employ in-house investment managers. Instead we carefully select a number of external managers of outstanding ability to manage our range of funds.
This has a number of advantages:
• It gives us the freedom to select first-class managers from the global investment market to manage our funds on behalf…
