1.
2.
3.
How To Improve Your Financial Fitness
With Oakmere Wealth Management
For many of us, looking after our health is second nature, it’s part of our weekly routine. Good nutrition, mindset, and exercise are essential to longevity and good health in later life. But how often do you consider your financial fitness?
"I've got years to plan my financial future"
"I don't think I have a great deal to manage"
"I'm not really sure where to start or who to trust"
It’s never too early, or too late, to get your finances in shape and it really doesn’t matter how much or how little you feel you have.
At Oakmere Wealth Management, we empower our clients to not only accumulate and create wealth but also to align their financial decisions with their values and aspirations. We believe in the power of education and transparency - we call it; The Oakmere Way.
Don’t leave the health of your wealth to chance. Start getting your finances in great shape today. Download our 'Tips to Success', join us on our 'Financial Fitness Webinar' and book a no-obligation 'Financial Fitness Health Check'.
Reserve Your Space on our Financial Fitness Webinar
Join Me and My Team of Experts for our Financial Fitness Webinar
Hi, my name is Carla Brown. I am the C.E.O of Oakmere Wealth Management. I created Oakmere with one firm purpose - to provide forward-thinking financial planning that helps people to become confident and assured about their financial future.
On Wednesday 20th November, myself and some of my leading team, will be hosting a no-obligation webinar which will address the many ways you can improve your financial fitness. We will cover topics from pensions and investments to legacy planning and protection. There will also be time for questions.
This webinar is ideal for any individuals, or couples, of any age who are keen to learn and get their finances in good shape.
You will leave with more knowledge, increased confidence and a much clearer idea of how to manage the health of your wealth.
-
A free to register 1 hour financial fitness webinar
-
Leading advice from an award-winning financial planning team
-
Topics including: retirement planning, investment planning, legacy planning, and protection planning
-
You will discover new ways you could turn your aspirations into reality
-
Leave feeling more empowered, knowledgeable and confident
Register your place today. I look forward to seeing you and helping to get your financial future in good shape!
Carla Brown
Carla Brown CFP™️, FPFS, TEP
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.
Book a No-obligation Financial Health Check. The Oakmere Way.
If you’d benefit from a review of your current financial situation, then this no-obligation financial health check is for you.
Whether you are just getting started or looking for new thinking and guidance on your wealth management, it will give us the chance to meet and offer you some personal advice about the shape of your finances.
Our expertise is based on helping hard-working individuals like you, feel secure in their financial future and achieve the things they’ve always wanted.
Our approach is honest and open. We are not here to judge, we are here to help give you peace of mind, by getting your finances fit for the future.
What have you got to lose?
Book your no-obligation 30 minute ‘Financial Health Check’ with us today. Simply click the link, complete the form, choose whether you would like to meet us by video call or come to our office in Cuddington, Northwich, and we will be in touch.
Our Health Checks are available to book until 13th December 2024 so don’t miss out - secure your appointment here.
Find out more about Oakmere Wealth Management
Oakmere Wealth Management Ltd 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. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
SJP Approved 30/10/2024