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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.

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