Oakmere Wealth Management Advisors Women in Business
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?
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.
Having established your key priorities and goals, we will create a bespoke wealth management plan to help secure financial future.
2470 Cedar Springs Rd Dallas, TX 75227
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