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Oakmere Wealth Newsletter - Issue 8

We are excited to present to you the latest edition of the Oakmere Wealth Newsletter — a treasure trove of insights, updates, and stories designed to enrich your financial journey.



Inside this edition, you'll find:


1. Tax Year End Planning - Supercharge your financial strategy with our expert tips and strategies for the tax year end. Prepare to bid farewell to tax concerns and welcome a new chapter of financial empowerment.

2. The Value of Advice - Unveil the transformative power of professional financial advice. Beyond the numbers lies a pathway to unlocking potential and securing a prosperous financial future.

3. Meet Our Newest Team Members - Welcome the latest talents to join the Oakmere family. These financial maestros are set to amplify your experience and guide you to soaring new heights.

4. Team Success Stories - Be inspired by our team's remarkable achievements and victories. Their stories of success are a testament to the strength and dedication that define the Oakmere spirit.


Embark on the Adventure - Don't miss out on this action-packed issue. Click the link below to download your copy of the newsletter now and dive into the wealth of excitement and opportunities that await.




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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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 03/12/2024.

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