Your Path to Prosperity Begins Here.
At Oakmere, we help hard-working individuals feel secure in their financial future and achieve the things they've always wanted.
We work best with...
Business Owners
We help business owners to identify their purpose and achieve their business goals with confidence.
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Those planning for retirement
Our financial planning is designed to help individuals thrive in retirement and enjoy their financial freedom.
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Young Professionals
We help young professionals to create wealth and achieve the retirement journey that they deserve.
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Company Directors
Our financial plans help company directors to focus on their personal goals and achieve financial freedom.
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Those planning for long-term care
We help families identify their long-term care needs and put them on a path towards feeling secure.
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Private Clients
Our financial planning helps high-net-worth individuals to realise their potential and make wise decisions about money.
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We understand that there are big questions to answer.
We know that the future is scary, not least because it is difficult to know what it will look like.
We understand how important it is to you to prepare your finances against future change and your desire to take control. We help you to feel secure about your financial future by building strong partnerships and collaborating with you to map out your journey.
The challenges you may have:
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Lack of positive control over your future.
We understand the frustration and uncertainty that comes with feeling powerless about your financial destiny. Through our comprehensive financial planning services, we equip you with the knowledge, tools, and support needed to regain positive control and pave a path towards a secure and prosperous future.
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Fear or anxiety about your money.
We recognise the emotional weight that money can carry. Our mission is to alleviate your fears and anxieties by offering personalised strategies that prioritise your financial wellbeing and peace of mind.
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Falling short of your aspirations.
Not knowing how to make your money work for you can leave you feeling like you're falling short of your dreams. Our dedicated team will provide the knowledge and strategies you need to regain control of your financial future.
