Financial advice that doesn't add to your to-do list.
We get to know your life properly, then build a plan around it. One that works in the background so you can focus on everything else.
You might be wondering:
Is financial planning right for me?
If you have money in different places and aren’t totally sure it’s all working properly, you’re not alone.
What does actually working with a financial planner involve?
We look at everything. Your pension, investments, tax position and protection. Then build a plan that pulls it all together, so your money is working as hard as it should be and you're not leaving anything on the table.
Do I need to have everything sorted already?
No. Most people don’t and that’s exactly why they speak to us.
Things we can help you with:
Pensions
Old pensions, new pensions, too many pensions. We help you understand exactly what you've got, and how to make every contribution count.
Estate & Inheritance Tax Planning
We help you think ahead so more of what you've built goes to the people you love.
Retirement Planning
When can you actually afford to stop? What will income look like? Will it last? We help you answer the big life questions with clarity, not spreadsheets.
Investments
Clear, considered investment strategies built around your own goals.
ISAs & Tax Allowances
Are you making the most of what's available to you? We help you use your allowances properly, every year.
Business Owners
Running a business comes with unique financial complexity. We help you plan for your future alongside your business, not separately from it.
How we work with you:
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We listen first.
Every client relationship starts with a real conversation, not a form or a sales call. We want to understand your life, your goals and what's keeping you up at night before we ever talk about a plan.
We keep it simple.
Financial planning doesn't need to be complicated. We cut through the noise and give you clear, straightforward guidance tailored specifically to you.
We stay with you.
This isn't a one-off transaction. We build long-term relationships with our clients, checking in regularly and adapting your plan as your life evolves.
1. You get in touch
You give us a message or give us a call. A friendly member of the team will respond.
What getting in
touch looks like:
We know reaching out to a financial planner can feel like a big step. It isn't and there's absolutely no pressure.
2. We have a chat
We'll arrange a no-obligation introductory call, a chance to hear a little about your situation and answer any questions you have about us.
3. You decide
There's no hard sell and no commitment required. If it feels like a good fit, we'll take things from there at your pace.
The people behind Oakmere:
We are a small, dedicated team based in Cuddington, Cheshire. We take pride in getting to know every client properly. You'll always speak to someone who knows your name and your situation.
