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Carla Brown
Carl Taylor
Louise Gilbody
Rachel Whittaker
Amy Collins
Emma England
Cameron Cross
Amy Leach
Our values:
At Oakmere Wealth, our core values of people first, authentic, dynamic, dedicated, and empowering form the foundation of everything we do. We believe in working hand-in-hand with our clients, fostering a collaborative relationship where we jointly strive for financial success and realise your aspirations.
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People First
Successful financial planning is built around a collaborative partnership with our Clients - we commit to working with you to achieve your goals.
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Authentic
Authenticity means building honest relationships rooted in trust, integrity, and genuine care for your financial success.
Dynamic
We embrace innovation and adapting swiftly to meet your evolving financial needs with energy and expertise.
Dedicated
Simply our promise to you, our personal pledge to deliver the very best of service and experience.
Empowering
We equip our clients with the knowledge, tools, and confidence to take charge of their financial future.
Our business certifications
Beyond Our Work...
At Oakmere Wealth we believe in the importance of supporting local communities and charities. To this end we are pleased to donate £30 for every qualifying referral received from an existing client. Not just the ultimate sign that we are doing something well, but a great way to give back and support some excellent causes.
The Good Business Charter is an initiative of the Good Business Foundation, a charity registered in England and Wales. A company must meet requirements in ten key areas, including employee wellbeing, environmental responsibility and equality, diversity and inclusion to receive GBC accreditation.
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The charities we support:
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St. Luke's Hospice - providing specialist end of life and palliative care
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The Joshua Tree - supporting families with childhood cancer
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DKMS - dedicated to the fight against blood cancers and blood disorders
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CAFT - Children’s Adventure Farm Trust, supporting children living with challenging lives
Links from this website exist for information only and we accept no responsibility or liability for the information contained on any such sites. The existence of a link to another website does not imply or express endorsement of its provider, products or services by St. James's Place. Please note that clicking a link will open the external website in a new window or tab.
