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Oakmere Wealth Management

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.

Oakmere Wealth Management

Those planning for retirement

Our financial planning is designed to help individuals thrive in retirement and enjoy their financial freedom. 

Oakmere Wealth Management

Young Professionals

We help young professionals to create wealth and achieve the retirement journey that they deserve. 

Oakmere Wealth Management

Company Directors

Our financial plans help company directors to focus on their personal goals and achieve financial freedom. 

Oakmere Wealth Management

Those planning for long-term care

We help families identify their long-term care needs and put them on a path towards feeling secure. 

Oakmere Wealth Management

Private Clients 

Our financial planning helps high-net-worth individuals to realise their potential and make wise decisions about money.

Oakmere Wealth Management

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:

Oakmere Wealth Management

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.

Oakmere Wealth Management
Oakmere Wealth Management

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.

Oakmere Wealth Management

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.

Hear Lou's Story

Lou, a client of Oakmere, sat down with us for a couple of minutes to tell us her story, and how she found working with our team of financial planners.

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