I am the Founder and Managing Director of Oakmere Wealth Management.
I have worked in financial services for over 24 years and I am a Chartered Financial Planner and a Fellow of the Personal Finance Society which is the ‘gold standard’ for financial planners.
I am also a member of the Society for Later Life Advisers (SOLLA) and hold the Later Life Adviser Accreditation. I have already recently graduated with an MSc in Wealth Management from Loughborough University.
I am passionate about financial planning and wealth management and love meeting people. By listening and understanding an individual’s goals and dreams, I can help to build a financial plan to achieve those goals and help you live the life you want to live. I can help you build a strategy for wealth creation, wealth preservation and succession as well protecting yourself, your family and your business. True wealth is about more than just money, true wealth is about equipping you with the tools you need to live the live your best life.
My emphasis is on maintaining a long term relationship with my clients, and to provide them with a source of trusted advice as their financial needs evolve over the years. I believe financial planning is about people, not products.
I work closely with other professionals such as solicitors, accountants and other financial services specialists to ensure that my clients receive the best advice available. It is not unusual for me to work alongside clients’ own professional advisers, making the process simpler and saving valuable time.
Because of my strong client focus, I build my business solely on introductions, both from my private clients and from other long-standing professional relationships. My clients are keen to recommend me to their friends, family and colleagues so that they too may benefit from the sound professional advice they have themselves received.
Oakmere Wealth Management Ltd is based in Cheshire and we provide high quality Wealth Management advice to Private Clients, Business Owners, Trustees and Charities.
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The Partner Practice 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.