"Financial Planning is more than just a transactional relationship. It's about helping you to achieve financial freedom."
Carla Brown
C.E.O, Chartered Financial Planner & President of The PFS
The challenges we solve.
Our financial planning helps you to overcome the following challenges with confidence:
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"I feel a bit confused about my financial future."
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"I'm not sure what I'm doing with my money."
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"I don't know when I will have enough funds to secure financial freedom"
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"I'm working hard in my business but don't know what my exit plan looks like."
Exit strategies may involve the referral to a service that is separate and distinct to those offered by St. James’s Place.
This is true wealth.
The Oakmere Way.
At Oakmere, we go beyond traditional notions of wealth to help our clients achieve true wealth — a holistic approach that encompasses financial security, personal fulfilment, and a meaningful legacy.
Through our comprehensive financial planning strategies, we empower our clients to not only accumulate wealth but also to align their financial decisions with their values and aspirations, ultimately leading to a life of purpose, fulfilment, and true wealth.
What we do.
We help you to become confident and assured in your financial future.
We believe in the power of education and transparency. Throughout our partnership, we will not only guide you through the intricacies of financial planning but also provide you with the necessary knowledge and resources to make informed decisions.
We will break down complex concepts, demystify investment options, and ensure that you have a clear understanding of your financial roadmap.
We listen to you and what your idea of your 'best life' looks like to you.
We build you a bespoke financial plan, tailored to your circumstances that focuses on you and the things you want to achieve.
We help to clean up challenging or uncertain financial situations with expert knowledge.
The tools we can help with.
Although they are very important, we see financial products simply as tools to help you get to where you want to be.
The most important part of your financial plan is the purpose of it, and how those tools can help you get to where you want to be in your life.
Our expertise and advice will help select the most appropriate tools to create a bespoke financial plan, designed to achieve the financial security you seek.
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Pensions & Investments
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Protection Planning
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Corporate Planning
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Mortgages & Access to Specialist Banking
Intergenerational Wealth Planning
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Long-Term Care Planning
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
*Please note this involves the referral to a service that is separate and distinct to those offered by St. James’s Place
You are not a number to us.
We believe that effective financial planning goes beyond just numbers and spreadsheets. It's about building a relationship based on trust, empathy, and open communication.
Our team of experienced financial professionals is dedicated to creating a comfortable and supportive environment where you can freely express your financial ambitions, concerns, and dreams.
The Oakmere Way.
We have a simple process that is designed to help you get the most out of your life and be confident in your financial future.
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1. We listen
2. We research
3. We plan
4. We implement
We get to know you and your situation to understand what it is that you want from your financial future.
Our expert team works to find the best solution for you based on your circumstances and financial objectives.
We build and present your plan to you, and involve you in the process so you can design your own financial future.
We follow up to ensure recommendations made are carried out to help secure your financial future.
Meet the team.
Our approachable and experienced team at Oakmere understands the importance of trust and active listening. We are dedicated to forming a genuine partnership with our clients, where we take the time to understand your unique needs and aspirations, working together to develop a tailored financial plan that helps you achieve your goals.
We are
award-winning.
We are proud to achieve excellence in the work we deliver for our Clients, through our vision, dedication and our determination. These awards recognise our ongoing commitment to this excellence.
