I am
the Founder and Managing Director of Oakmere Wealth Management and I am
responsible for meeting with clients and providing Wealth Management advice.
I have
worked in Financial Services for over 19 years in which time I have undertaken
a significant number of qualifications. I achieved the status of Chartered
Financial Planner in 2012 and I am a Fellow of the Personal Finance Society.
These are the premier titles for financial advice professionals and shows that
I have attained and maintained the highest and most prestigious level of
professional achievement. I am also a member of the Society for Later Life
Advisers (SOLLA) and hold the Later Life Adviser Accreditation.
Prior
to setting up Oakmere Wealth
Management, I had a successful career working for HSBC Bank Plc for several
years.
I work
closely with other professionals such as solicitors, accountants and other
financial services specialists to ensure that my clients receive the best
advice available. It is not unusual for me to work alongside clients’ own
professional advisers, making the process simpler and saving valuable time.
Because
of my strong client focus, I build my business solely on introductions, both
from my private clients and from other long-standing professional
relationships. My clients are keen to recommend me to their friends, family and
colleagues so that they too may benefit from the sound professional advice they
have themselves received.
I place
a strong emphasis on my personal development and pride myself on my personal
relationships with my clients.
Oakmere
Wealth Management Ltd is based in Cheshire and also has offices in central
Manchester. We provide high quality Wealth Management advice to Private
Clients, Business Owners, Trustees and Charities.
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