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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 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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