Company Management

Oakmere Wealth

Financial Services Cuddington, Buckinghamshire, United Kingdom 9 employees

Employees: 9
Contacts: 1
Emails: 1

oakmerewealth.co.uk LinkedIn

Oakmere Wealth Overview

Headquarters: Cuddington, Buckinghamshire, United Kingdom
Website: oakmerewealth.co.uk
Industry: Financial Services
Employees: 9
Founded: 2011
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Cheshire

About Oakmere Wealth

Oakmere Wealth were founded in 2011 by Carla Brown. We are a small, highly skilled, friendly team based in Cuddington, Cheshire where we are firmly part of our local community. Our service is grounded in the highest professional standards. We recognise that each client is unique and as such deserves a bespoke service, tailored to their own financial needs and future aspirations. Our geographical footprint covers the whole of the UK and here at Oakmere Wealth we help and empower you to gain financial freedom - allowing you to live your best life, whatever that may look like. Oakmere Wealth is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 21/01/2025

Oakmere Wealth Contact Details

People in AeroLeads: 4
With contact data: 1
Email contacts: 1; 25.0% coverage

Oakmere Wealth Org Chart

Sample employees and titles

Name	Title	Location	Contact
Amy Collins Ba (Hons), Aiol	Operations & Finance Manager at Oakmere	Cuddington, England, United Kingdom	View
Louise Gilbody	Financial Planner & Managing Director	Cheshire East, England, United Kingdom	Email
Carl Taylor	Financial Planner at Oakmere Wealth		View
Carla Brown Cfp™️, Fpfs, Tep	President & Chair of the Pfs, Pfs		View