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Oakmere Wealth Management

Client stories.

Paul & Helen's Story

Paul & Helen were looking for some advice on how they can use their hard-earned retirement savings to achieve the things they've always wanted.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.  You may get back less than you invested.

Lou's Story

Lou was looking for some help with her retirement savings to help secure her and her family's financial future. 

Jonathan's Story

Jonathan is a business owner who was looking for some support with long-term planning and how to optimise his income now and in the future. 

Fern's Story

Fern was looking to provide herself and her family with peace of mind over the future, and reassurance that they can enjoy their lives without financial anxiety.

Get in touch.

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Oakmere Wealth Management Ltd, together with St. James’s Place Wealth Management plc, are the data controllers of any personal data you provide and any further information which you subsequently provide to us. For further information on our uses of your personal data, please see our privacy policy which can be accessed below.

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01606 530530

Office address (by appointment only) 14 Warrington Rd, Cuddington, Cheshire, Northwich CW8 2LJ

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Terms & Conditions

Privacy Policy

Oakmere Wealth 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.  Oakmere Wealth is a trading name of Oakmere Wealth Management Ltd.

 

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.

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SJP approved as at 03/12/2024.

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