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Oakmere Wealth Management Advisors: A Holistic Approach

Monday, January 9, 2017 20:53
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We advise on many aspects of wealth management, helping individuals of widely differing resources or life stages. This includes access to the exclusive range of St. James’s Place products which offer many important benefits. Perhaps the most remarkable is the distinctive and highly successful approach to investment management.

We are also able to assist businesses in the increasingly complex area of corporate financial planning, from pensions through to insuring against the loss of a key Director.

Investment Planning                      – Personal & Corporate Tax Planning

Business Protection                        – Trust and Estate Planning*

Income Protection                          – Private Medical Insurance

Portfolio Management**                   – Critical Illness

Inheritance Tax Planning                 – Retirement Planning

Employee Benefits                          – Life Assurance

Pensions in Divorce service             – Business Exit Strategy**

Trustee Investment Planning

Whatever your circumstances, we can create a financial strategy personalised to the specific needs relevant to you as an individual, your family or your business.

We encourage you to Share our Reports, Analyses, Breaking News and Videos. Simply Click your Favorite Social Media Button and Share.

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