Renewing Our Commitment to Standards, Professionalism and Trust

Money is more than numbers on a spreadsheet - it’s the foundation that supports your choices, your independence and your future vision. Whether you’re building a business, planning for financial freedom or creating a legacy for your family, the reassurance that your adviser upholds the highest standards matters.

That’s why we’re proud to share that Oakmere Wealth Management Ltd has successfully renewed its Associate Firm status with the Personal Finance Society (PFS).

This renewal is more than a badge. It’s a promise: to keep raising the bar for professionalism, integrity and care in financial planning.

What Does It Mean to Be a PFS Associate Firm?

The Personal Finance Society is the leading professional body for financial planners in the UK. By holding Associate Firm status, we demonstrate that Oakmere Wealth aligns with its values:

• Professional standards – acting with integrity and care in every decision.

• Competence – a commitment to lifelong learning and keeping our expertise sharp.

• Client-first focus – ensuring your goals and wellbeing are at the heart of every plan.

  
  

For you, this means confidence. Confidence that your financial journey is supported not only by our team, but by a framework of accountability and excellence recognised across the profession.

Why This Matters for Your Financial Confidence

Financial planning can sometimes feel overwhelming. From business exit planning to building personal wealth, it’s easy to get lost in the complexity. Being a PFS Associate Firm means you can trust that our advice isn’t just about transactions - it’s about building lasting clarity and empowerment.

We want our clients, especially ambitious female founders and business leaders, to feel supported in navigating their unique challenges:

• Balancing growth and security – ensuring your business success translates into personal wealth.

• Planning for freedom – creating strategies that give you choices at every life stage.

• Designing your legacy – aligning your money with your values, so what you’ve built lasts.

  
  

When you know your adviser is backed by professional standards, it allows you to focus on what really matters - living the life you’ve worked so hard to create.

Looking Ahead: Building True Wealth Together

Renewing our Associate Firm status isn’t a finish line - it’s a recommitment to helping our clients move forward with confidence. For us, true wealth isn’t just financial. It’s the freedom, clarity and peace of mind that comes from knowing your future is secure.

At Oakmere Wealth, we believe financial planning should be empowering, not intimidating. It’s about giving you the tools, knowledge and support to make decisions that align with your values and ambitions.

Let’s Continue the Conversation

At Oakmere Wealth, we believe financial planning isn’t just about numbers - it’s about helping you create a life of clarity, confidence and true wealth. If you’d like to explore how we can help you align your finances with your goals, we’d love to start a conversation.