Oakmere Wealth

Our Story - We are passionate about financial planning and wealth management. By listening and understanding an individuals goals and dreams, we can help to build a financial plan to achieve those goals. We can help you build a strategy for wealth creation, wealth preservation and succession as well protecting yourself, your family and your business. 

Our emphasis is on maintaining a long term relationship with our clients, and to provide them with a source of trusted advice as their financial needs evolve over the years.

Oakmere Wealth is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. Oakmere Wealth is a trading name of Oakmere Wealth Management Ltd.