#1 you may want to request if they can by kimaxzk 05.10.2019 12:34

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.

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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鈥?own professional advisers, making the process simpler and saving valuable time.

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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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