Oakmere Wealth
Oakmere Wealth is a financial planning firm that provides financial strategies. They focus on creating financial plans that align with clients' values and aspirations.
- Corporate Planning
- Protection Planning
- Pensions & Investments
- Long-Term Care Planning
- Intergenerational Wealth Planning
- Mortgages & Access to Specialist Banking
Locations
Digital Popularity
Popularity over time
Company Details
Oakmere Wealth is operated by Oakmere Wealth Management Ltd and is a Active company incorporated on 8 December 2011 with the registered office located in Northwich, Cheshire. Oakmere Wealth Management Ltd was registered 13 years ago.
Status
Active
Size
Micro
Directors
1
Age
13 years old
Employees
9
Turnover
Unreported
Total Assets
£1.86M
Cash in Bank
£508.34K
Total Liabilities
-£980.19K
Teams
6
5
1
Technical Director • Joined Oct 2024
Client Service Manager • Joined Feb 2024
Operations & Finance Manager • Joined Oct 2024
Financial Planner & Managing Director • Joined Apr 2020
Personal Assistant • Joined Feb 2022
Financial Planner • Joined Sep 2021
Technical Director • Joined Oct 2024
Client Service Manager • Joined Feb 2024
Operations & Finance Manager • Joined Oct 2024
Personal Assistant • Joined Feb 2022
Financial Planner • Joined Sep 2021
Financial Planner & Managing Director • Joined Apr 2020