At Oakmere Wealth Management Ltd, we are very passionate about building long term relationships with all of our clients founded on trust, excellent service and superior wealth management planning. Implementing a financial plan is only the start of the relationship. We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals. Being an Associate firm demonstrates our commitment to a set of core professionalism principles and Code of Ethics.
We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals. Being an Associate firm demonstrates our commitment to a set of core professionalism principles and Code of Ethics.
Services
When managing your wealth it is important to understand that every individual or business needs a different approach. Ambitions, assets and attitude to risk are different for everyone and, of course, this will change over time. We have offices on the outskirts of Northwich, Cheshire and central Manchester and we work closely with every client - building relationships based on trust and an in-depth understanding of your finances.
Reviews (3)
Jane Stott
Nov 29, 2019
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Would highly recommend Wealth Management.
We needed some advice on a re mortgage which we received from Penny Williams who was absolutely superb. Penny put you at ease from the offset, was highly officient & went above and beyond.
Wealth management will be first on our list should we ever need them again in the future.
Thank you Penny for such excellent service!
We needed some advice on a re mortgage which we received from Penny Williams who was absolutely superb. Penny put you at ease from the offset, was highly officient & went above and beyond.
Wealth management will be first on our list should we ever need them again in the future.
Thank you Penny for such excellent service!
John Edwards
Nov 09, 2019
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Can recommend Penny Williams for mortgage advice 100 per cent. She was thorough, professional and helpful from start to finish, she kept us informed every step of the way and she took a genuine interest in our particular circumstances and requirements. Nothing was too much trouble - it was always clear she attached great importance to providing the best possible customer service.
Jonathan Guy
Dec 18, 2018
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I have been working with Carla for the past five years, during which time she has been incredibly helpful and supportive.
Carla took the time to fully understand not only what my current financial position was but also where I wanted to be in the future and this was key.
Through detailed analysis and planning we have created a plan which I believe will provide for me and my family in the future.
Carla is incredibly approachable, is diligent in providing the correct answer and always has my best interests at heart. She and her team are always happy to help and I’m more than happy to recommend
Carla took the time to fully understand not only what my current financial position was but also where I wanted to be in the future and this was key.
Through detailed analysis and planning we have created a plan which I believe will provide for me and my family in the future.
Carla is incredibly approachable, is diligent in providing the correct answer and always has my best interests at heart. She and her team are always happy to help and I’m more than happy to recommend
