I am the Founder and Managing Director of Oakmere Wealth Management and I am responsible for meeting with clients and providing Wealth Management advice.
I have worked in Financial Services for over 23 years in which time I have undertaken a significant number of qualifications. I achieved the status of Chartered Financial Planner in 2012 and I am a Fellow of the Personal Finance Society. These are the premier titles for financial advice professionals and shows that I have attained and maintained the highest and most prestigious level of professional achievement. 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.
Prior to setting up Oakmere Wealth Management, I had a successful career working for HSBC Bank Plc for several years.
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.
I place a strong emphasis on my personal development and pride myself on my personal relationships with my clients.
Oakmere Wealth Management Ltd is based in Cheshire and also has offices in central Manchester. We provide high quality Wealth Management advice to Private Clients, Business Owners, Trustees and Charities.