Business Details
Your Trusted Partner for Financial Planning Solutions
At Oakmere Wealth, we believe financial planning is more than transactionsit's about empowering clients to achieve true wealth through holistic strategies aligned with their values and aspirations. Our approach combines active listening, tailored planning, and ongoing support to help clients navigate financial complexities with confidence. With a focus on education and transparency, we demystify financial concepts and build bespoke plans that address individual goals, from retirement readiness to intergenerational wealth planning. Our team of Chartered Financial Planners prioritises trust and collaboration, ensuring clients feel heard and supported throughout their financial journey.As an Appointed Representative of St. Jamess Place Wealth Management plc, we adhere to rigorous regulatory standards while maintaining a personal touch. Our commitment extends beyond financial serviceswe actively support local communities through charitable initiatives, reinforcing our belief in responsible wealth management. By blending expertise with empathy, we help clients transform aspirations into actionable, secure financial futures.
Services
Pensions & Investments
Protection Planning
Corporate Planning
Mortgages & Specialist Banking
Intergenerational Wealth Planning
Long-Term Care Planning
Highlights and features
- We offer bespoke financial plans tailored to your unique aspirations and circumstances.
- Our team includes Chartered Financial Planners with decades of industry expertise.
- We prioritise transparent communication and ongoing client education.
- FCA-regulated services ensure compliance with the highest professional standards.
- Client testimonials highlight our empathetic, results-driven approach.
Associations and certifications
- Financial Conduct Authority
- Good Business Charter
What people say
Personalized approach
Expert guidance
Trusted advisors
Peace of mind
Confident decisions
Services
Pensions & Investments
We help clients build secure retirement futures through strategic pension management and investment solutions. Our experts analyse risk tolerance, financial goals, and market trends to create diversified portfolios. By combining tax-efficient structures with long-term growth strategies, we ensure clients maximise their retirement income while maintaining flexibility for changing circumstances.
Protection Planning
Our protection planning safeguards clients against unforeseen events through tailored insurance solutions. We assess individual needs to recommend life cover, critical illness, and income protection policies. This service ensures financial security for dependents while mitigating risks that could disrupt long-term financial plans, providing peace of mind for families and businesses.
Corporate Planning
Designed for business owners, this service addresses succession planning, tax efficiency, and wealth transfer strategies. We help entrepreneurs align company growth with personal financial goals, develop exit strategies, and implement structures that protect business assets while optimising personal financial security during and after ownership.
Mortgages & Specialist Banking
We provide mortgage solutions and property-related financial planning, including buy-to-let strategies and equity release. Our advisers help clients navigate complex property markets, secure competitive financing, and integrate property investments into broader wealth management plans while ensuring affordability and long-term financial stability.
Long-Term Care Planning
This service addresses future care needs through strategic financial arrangements. We help clients evaluate care funding options, incorporate care costs into retirement plans, and implement solutions like care fee annuities or dedicated savings vehicles, ensuring dignity and financial preparedness for later life care requirements.
People
Carla Brown
C.E.O, Chartered Financial Planner
With over 20 years in financial services, Carla leads Oakmere Wealth's strategic vision. Her expertise in retirement planning and client-centric approach have earned industry recognition, including PFS presidency.
Carl Taylor
Senior Financial Planner
Carl specialises in corporate finance solutions, helping business owners transition smoothly. His background in accounting provides unique insights into tax-efficient wealth management strategies for entrepreneurs.
Louise Gilbody
Wealth Management Adviser
Louise focuses on intergenerational wealth transfer, combining estate planning with investment strategies. She holds advanced certifications in inheritance tax mitigation and family business succession planning.
Rachel Whittaker
Client Relations Director
Rachel oversees client experience, ensuring seamless service delivery. With a background in psychology, she enhances our approach to financial wellbeing and client communication strategies.
Amy Collins
Investment Specialist
Amy manages portfolio strategies, leveraging her CFA charterholder expertise to create diversified investment solutions aligned with client risk profiles and long-term financial objectives.
Questions
What financial planning services do you offer?
We specialise in pensions, investments, protection planning, corporate planning, and long-term care strategies tailored to individual goals.
How do you create a bespoke financial plan?
We begin by understanding your aspirations through detailed consultations, then design strategies aligned with your unique circumstances and objectives.
Are your services regulated?
Yes, we operate under St. James’s Place Wealth Management plc, authorised and regulated by the Financial Conduct Authority.
What makes Oakmere Wealth different from other advisers?
Our focus on true wealth—combining financial security with personal fulfillment—and our empathetic, client-centric approach set us apart.
How can I start working with you?
Contact us via phone or our website to schedule an initial consultation where we’ll discuss your financial aspirations and needs.
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!
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 Im 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 Im more than happy to recommend
