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Client Area.

financial and retirement planning

Oakmere Wealth
Digital Client Portal

We would like to welcome you to our exclusive Digital Client Portal, which provides each client with their own secure, personalised account from which they can seek advice, review recommendations, sign documents, meet with their adviser via video conferencing, store and share wealth-related documents and send secure emails to the Practice.

Online Services provides you with secure access to view your St. James's Place investments

St James's Place Online Services

Online Services provides you with secure access to view your St. James's Place investments.

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This is an exclusive area which allows you to check on your various plans and policies, see what you currently have invested with

St. James's Place and view your accounts.

Get in touch.

Leave a message and one of our friendly team will get back to you shortly.

Oakmere Wealth Management Ltd, together with St. James’s Place Wealth Management plc, are the data controllers of any personal data you provide and any further information which you subsequently provide to us. For further information on our uses of your personal data, please see our privacy policy which can be accessed below.

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01606 530530

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Oakmere Wealth Management Ltd is an Appointed Representative of and represents only St. James’s 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. The St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.​

 

Oakmere Wealth Management Ltd is registered in England and Wales, Number 7874835. Registered Office: 125-129 Witton Street , Northwich , Cheshire , CW9 5DY.

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SJP approved as at 03/12/2024.

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