Senior Partner Practice of
St. James's Place Wealth Management
 

Penny Williams, Financial Planner

I joined Oakmere Wealth Management in October 2013 from a Business Development background. I have built up a wealth of knowledge and experience whilst supporting Carla with paraplanning and also working as a mortgage adviser within the Practice. As a mortgage adviser I soon realised that my strengths are in dealing with people and building relationships. I developed my skills and qualifications within the business to become a Diploma qualified Financial Planner myself and I am now able to assist Carla in providing support, guidance and financial advice to our ever-growing client base.

As a qualified counsellor I have a passion for helping people and I feel very lucky to be able to assist my clients in becoming more financially successful and enabling them to achieve what is really important to them in their lives.

I am married with 2 children and in my spare time I enjoy keeping fit, walking my dog and meeting up with friends.



Jacky Roberts, Practice Manager

After a varied background in Manufacturing I have finally settled on a career in Financial Services. When I first came to Oakmere Wealth Management it was clear that the company was a fun and dynamic place to work and I was delighted to join the team. My own strengths are liaising with our clients and building up good working relationships, which I love doing. I believe that the client should always come first, as the business would not be here without them.

I’m kept busy outside of work with my two daughters and I love to travel and go on holiday as often as I can. I’ve recently taken up running, I love to cycle around the beautiful Cheshire country paths and also throw a mean punch at my boxercise classes.



Rachel Whittaker, Paraplanning Administrator

I joined Oakmere Wealth Management from a background in Customer Service and Contact Centre Management. I have always enjoyed a role where I have the opportunity to enhance and develop my existing skills and joining Oakmere has provided me with some excellent opportunities to continue to do this.

My role as administrator is very varied and I enjoy being able to provide support to the rest of the team and our clients.

Outside of work, I enjoy spending time with my husband and two children. An ideal day will always involve a long walk in the countryside with my family and our dog.



Jackie Phillips, Administrator

Initially I had a career in Banking and this was pleasantly interrupted by the arrival of our two children. Subsequently I have been employed as an Exams Officer in Further Education and for five years as an Administrator at a golf club. I have now returned to the Financial Services Industry with Oakmere Wealth Management and I enjoy working with Carla and the team to provide a friendly and efficient service to our clients.

Outside of work, I enjoy cycling, pilates and enough exercise to allow me to enjoy good food with family and friends.