People-Focused Financial Planning.
We don't get impressed by fancy qualifications, or by those who believe that the value of financial planning is in the numbers. Everything we do is focused on the human beings in our client community. That's what we believe real financial planning is.
Lifestyle Financial Planning
Lifestyle Financial Planning is a modern, full-service progression of the typical financial advice model. We don’t start with numbers or products. We start with our clients, hearing about them and their story, because that’s what truly matters.
A career, not a quick fix
Working at Oakmere Wealth means tirelessly striving towards being better, and investing your time into personal development. If you've got the guts to go far, we've got the support network you need to get there.
A culture of friendship & support
We know that what really matters to most of us today is a rewarding, challenging career that gives us a healthy work-life balance. Our team fully embraces this mindset and collaborate tirelessly to achieve this together.
Ambition starts here.
Our friendly team has been carefully crafted together over the past few years, where only those with the right mindset, attitude and a passion for creating a better world for future generations. We know that this can sound a bit straight-to-the-point, but financial planning is a career for those who have real talent and work ethic.
Our Chartered Graduate Pathway
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Why should you work with us?
Perks aren't everything, but alongside getting to help our clients every day, you will also receive the following benefits when you join Team Oakmere:
Personal Development: financially supported by Oakmere Wealth
Eye Test + Flu Jab (paid for by company)
Company Pension: one that increases in line with length of service
Private Medical Insurance (after 5 years’ service)
2 days per annum allowance for charity volunteering
Death in Service (DIS) Scheme
Holiday allowance (25 days + Bank holidays) – increases in line with length of service
Chester races / Christmas Parties / Family Fun Days
Health Benefits and Wellbeing Services
Have your birthday off - every year!
On site Mental Health First Aider
Team away days
Competitive Basic salary & discretionary bonus (both company & personal element to give you more control over your earnings)
Meet our team...
Community Comes First.
A key part of working as part of our team is contributing to the local community. Since 2021, we have been involved with various fundraising projects, including for DKMS, Joshua Tree and St. Luke's. Challenges included conquering Snowdon and walking virtually from Lands End to John O'Groats!
