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Oakmere Wealth Management

Insights from
Oakmere Wealth.

Regular blogs, articles and interesting content from the Oakmere Wealth team.

Oakmere Wealth Newsletter - November 2024

Nov 231 min read

Oakmere Wealth Newsletter - November 2024

Upcoming UK Budget – Why Financial Decisions Shouldn't Be Based on Hearsay

Oct 253 min read

Upcoming UK Budget – Why Financial Decisions Shouldn't Be Based on Hearsay

The Principles of Wealth Management for Long-Term Success

Sep 134 min read

The Principles of Wealth Management for Long-Term Success

How to Financially prepare for the Unexpected

Sep 135 min read

How to Financially prepare for the Unexpected

Life Assurance: How much Protection do you really need?

Aug 72 min read

Life Assurance: How much Protection do you really need?

The Role of Protection in your Financial Plan

Aug 73 min read

The Role of Protection in your Financial Plan

How to Manage Cash Flow in Uncertain Times

Jul 123 min read

How to Manage Cash Flow in Uncertain Times

Financial Planning Tips for Small Business Owners

Jul 113 min read

Financial Planning Tips for Small Business Owners

The basics of Estate Planning - What you need to know

Jun 213 min read

The basics of Estate Planning - What you need to know

Oakmere Wealth Newsletter - Issue 9

Jun 201 min read

Oakmere Wealth Newsletter - Issue 9

Organising Your Estate Plan to Reflect Your Wishes and Needs

Jun 62 min read

Organising Your Estate Plan to Reflect Your Wishes and Needs

Why Stocks and Shares ISAs Are a Smart Choice Over Cash Savings in a High-Interest Environment

May 153 min read

Why Stocks and Shares ISAs Are a Smart Choice Over Cash Savings in a High-Interest Environment

Tax Efficient Strategies for High Earners

May 93 min read

Tax Efficient Strategies for High Earners

How Entrepreneurs can plan for Tax Season: Key deductions and credits

May 93 min read

How Entrepreneurs can plan for Tax Season: Key deductions and credits

Navigating Risk and Reward: A Guide for Business Owners

Apr 172 min read

Navigating Risk and Reward: A Guide for Business Owners

Diversification: Safeguarding Your Portfolio Amid Volatility

Apr 172 min read

Diversification: Safeguarding Your Portfolio Amid Volatility

Oakmere Wealth Newsletter - Issue 8

Mar 141 min read

Oakmere Wealth Newsletter - Issue 8

Common Retirement Planning Mistakes and How to Avoid Them

Mar 123 min read

Common Retirement Planning Mistakes and How to Avoid Them

Retirement Planning: Starting in Your 40s vs. Your 50s

Mar 83 min read

Retirement Planning: Starting in Your 40s vs. Your 50s

Tax Year End Checklist

Feb 220 min read

Tax Year End Checklist

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Terms & Conditions

Oakmere Wealth Management Ltd is an Appointed Representative of and represents only St. James’s 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.

Oakmere Wealth Management Ltd is registered in England and Wales, Number 7874835. Registered Office: 125-129 Witton Street , Northwich , Cheshire , CW9 5DY.

SJP approved as at 23/11/2023.

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