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Oakmere Wealth Newsletter - November 2024

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



Inside this edition, you'll find:

  1. Financial Fitness Campaign - Could you help friends and family members boost their financial confidence? Learn how you can do this with the Oakmere Wealth Financial Fitness Campaign.

  2. Oakmere Wealth Charity Challenge - Find out about the Oakmere Wealth Charity of the Year and how we can all support another incredible cause.

  3. Team Success Stories - Be inspired by our team's extraordinary achievements and victories. Their stories showcase the strength and dedication that embody the Oakmere Wealth spirit.

  4. Maximising ISA Allowances - Learn when is the best time for you to invest to make the most out of your money.


Don't miss out on this action-packed issue. Download your copy of the newsletter now and explore the wealth of opportunities that await!









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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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