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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Oakmere Wealth Management Ltd

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Oakmere Wealth Management Ltd

Oakmere Wealth Management Ltd Oakmere Wealth Management Ltd was founded in 2011 by Carla Brown. Our service is grounded in the highest professional standards.

We are a small, highly skilled, friendly team based in Cuddington, Cheshire where we are firmly part of our local community. 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 Management Ltd we help and empower you to gain finan

cial freedom - allowing you to live your best life, whatever that may look like. Oakmere Wealth Management Ltd 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 24/01/2025

07/05/2026

⛳ What to expect at our Oakmere Wealth Golf Day

As we look ahead to May, we’re looking forward to welcoming clients, friends and local connections to Vale Royal Abbey for a relaxed and enjoyable day on the course.

From a warm welcome with breakfast and coffee, to 18 holes of golf and an evening spent together over dinner and prizes, it’s always a fantastic day both on and off the green.

Most importantly, we’ll be raising funds for two charities close to our hearts - St Luke’s Hospice and the St. James’s Place Charitable Foundation 💚

If you’d like to join us, there’s still time to get involved.

Find out more or your place via the link below:
https://golfday.oakmerewealth.co.uk/oakmere-wealth-golf-day-2026

30/04/2026

⏳ With just a few weeks to go…

We’re looking forward to bringing together clients, friends and local connections for our Oakmere Wealth Golf Day at Vale Royal Abbey.

It promises to be a relaxed and enjoyable day, with great company and the opportunity to support two charities that mean a great deal to us - St Luke’s Hospice and the St. James’s Place Charitable Foundation.

If you’ve been thinking about joining us, now is a great time to get your place confirmed.
We’d love to see you on the course.

Find out more or book your place via the link below:
https://golfday.oakmerewealth.co.uk/oakmere-wealth-golf-day-2026

29/04/2026

Join our team: Financial Services Administrator (Part-Time)

We’re looking for an organised, proactive and personable Financial Services Administrator to join Oakmere Wealth Management.

This is a part-time, office-based role in Northwich (25 hours per week), where you’ll play a key role in supporting our advisers and delivering a professional, welcoming experience for our clients.

Key details:
Part-time - 25 hours per week
Office based - Northwich (CW8)
From £12.71 per hour
Training and development provided

This is a great opportunity to be part of a supportive, values-led team, with ongoing training and the chance to grow your career in financial services.

Please note: this role does not involve providing financial or investment advice.

👉 Apply via Indeed: https://uk.indeed.com/viewjob?jk=dff2b4e453ee4b4b&from=shareddesktop_copy

23/04/2026

💚 Supporting causes that matter

Our Golf Day is about more than just time on the course - it’s an opportunity to come together and support two incredible charities doing meaningful work in our community and beyond.

St Luke’s Hospice provides compassionate care to people and families facing life-limiting illness, while the St. James’s Place Charitable Foundation supports charities helping children and young people in need.

Every team entered, raffle ticket purchased and contribution made on the day helps support their work.

If you’d like to be part of it, we would be delighted to have you join us.
Find out more or book your place using the link below.
https://golfday.oakmerewealth.co.uk/oakmere-wealth-golf-day-2026

21/04/2026

We’re proud to share a significant milestone for Oakmere Wealth.

We have achieved B Corp certification - becoming the first ever St. James’s Place Partner Practice in the UK to do so.

B Corp recognises businesses that meet high standards of social and environmental responsibility, accountability and transparency. You can find out more about what it means here: bcorp.com

For us, it reflects a continued commitment to doing the right thing - for our clients, our community and the future.

A moment we’re incredibly proud of, and one that reinforces the values we build our business on.

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: 26/03/2026

17/04/2026

With just a couple of weeks to go until our Oakmere Wealth Golf Day, we’re looking forward to bringing together clients, friends and local connections for a fantastic day at Vale Royal Abbey Golf Course.

More than just a round of golf, the day is about great company and supporting two charities that mean a great deal to us - St Luke’s Hospice and the St. James’s Place Charitable Foundation.

St Luke’s Hospice provides compassionate care to people facing life-limiting illnesses and supports their families during incredibly difficult times. The St. James’s Place Charitable Foundation supports charities helping children and young people who are disadvantaged, vulnerable, or living with disabilities.

Whether you’re joining us on the course, sponsoring a hole, or donating a raffle prize, your support will help make a meaningful difference.

If you’d like to take part, you can book your place here: https://api.leadconnectorhq.com/widget/form/ERczCQucAERKQub1ESSl

We’d love to see you there!

07/04/2026

Thinking about a career in financial planning? It’s about so much more than numbers 🌿

Taking time to understand the different roles within the profession is a great first step. Financial planning is a team effort, and every role plays a vital part in supporting clients.

Gaining real insight - whether through shadowing financial planners, paraplanners or administrators - can help you truly understand what the day-to-day looks like.

Above all, the most important quality is a genuine desire to help others. At its core, this profession is about people, their lives and what matters most to them.

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). Oakmere Wealth is a trading name of Oakmere Wealth Management Ltd.

SJP approved: 24/02/2026

06/04/2026

Celebrating 6 years of Louise at Oakmere Wealth 🎉

Louise has been an integral part of our journey, bringing with her a wealth of experience from over 18 years at St. James’s Place, where she supported the growth and development of Partner businesses.

Since joining Oakmere, she has played a key role in shaping the culture we’re so proud of today - one built on trust, collaboration and a shared long-term vision. Her passion for people ensures every member of the team feels supported, valued and part of something bigger.

Louise’s values align closely with our own: building meaningful relationships and delivering an exceptional experience at every stage.

Thank you for everything you bring to Oakmere, Louise - here’s to the next chapter ✨

31/03/2026

With less than one week remaining before the tax year ends, this is not a moment for rushed decisions. It is a moment for composed review. 💚

If you have already considered your position, this week can simply be about confirming that contributions and transactions are processed in good time.

If you have not yet reviewed the year, a brief structured check can still be valuable:

Have you used allowances that are appropriate for your circumstances?

Are pension contributions aligned with both tax efficiency and cashflow stability?

Have dividend levels or capital gains been assessed in the context of your income band?

Are gifting allowances relevant to your estate planning intentions?

Sometimes the most powerful outcome of a review is confirming that no change is required.

Tax year end is a checkpoint, not a judgement.

Financial confidence tends to come from structure rather than last minute optimisation. A considered approach, even in the final week, is far more effective than reactive decision making.

If you would value clarity before the new tax year begins, we are here to support you with a calm and structured conversation.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than you invested.

The levels and bases of taxation and reliefs from taxation can change at any time and are generally dependent on individual circumstances.

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) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website https://www.sjp.co.uk/products.

The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. Oakmere Wealth is a trading name of Oakmere Wealth Management Ltd.

SJP Approved: 24/02/2026

30/03/2026

We’re delighted to welcome Katie Berry to Oakmere Wealth as our new Client Service Manager.

Katie joined the team on 16th March, bringing with her a strong background in the education sector. In her previous role as Registrar at a local independent school, she supported families through admissions and financial processes - experience that naturally translates into the care and attention she now provides to our clients.

Outside of the office, Katie can often be found either exploring the Welsh mountains or performing on stage in concerts and musicals.

Please join us in giving Katie a very warm welcome!

Address

14 Warrington Road
Northwich
CW82LJ

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.oakmerewealth.co.uk/, https://www.oakmerewealth.co.uk/financial-fitness

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