Oakmere Wealth Management Ltd

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

True wealth is personal.For some, it’s having the freedom to step away from work a little sooner. For others, it’s spend...
03/09/2026

True wealth is personal.

For some, it’s having the freedom to step away from work a little sooner. For others, it’s spending more time with family, travelling, supporting the next generation or simply feeling confident that the future is taken care of.

That’s why we don’t begin with products or numbers. We begin by listening to you - what matters, what your best life looks like and what you want your wealth to make possible.

Then we build a bespoke financial plan that connects your money with your values and aspirations, helping you move forward with confidence and assurance.

Because wealth isn’t simply something to accumulate. It’s a tool to help you live a life of purpose, fulfilment and freedom.

That is true wealth.
That is the Oakmere Way.



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: 17/08/2026

02/09/2026

At some point, wealth stops being about reaching a number and starts being about what that number makes possible.

More time with the people who matter. The freedom to step back from work. The confidence to support your family or make a big decision without feeling pressured.

That will look different for everyone. It might mean flexibility, simplicity, security or leaving
something meaningful behind.

The important question isn’t simply, ‘How much do I have?’
It’s ‘What do I want my wealth to help me do?’

Because money feels most meaningful when it supports the life you actually want to live.


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 the trading name of Oakmere Wealth Management Ltd.

SJP Approved 19/08/2026

Putting off a financial decision doesn’t mean you’re bad with money. Often, it simply means the way forward isn’t clear ...
27/08/2026

Putting off a financial decision doesn’t mean you’re bad with money. Often, it simply means the way forward isn’t clear yet.

When pensions, investments, tax and long-term goals all overlap, knowing where to begin can feel overwhelming. A thoughtful financial plan brings those moving parts together - giving every decision a purpose and helping you feel confident and assured about your financial future.

Because financial planning isn’t about adding more pressure. It’s about creating clarity, so you can move forward calmly and focus on what true wealth looks like for you.

That is the Oakmere Way.



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: 17/08/2026

25/08/2026

At some point, wealth stops being about reaching a number and starts being about what that number makes possible.

More time with the people who matter. The freedom to step back from work. The confidence to support your family or make a big decision without feeling pressured.
That will look different for everyone. It might mean flexibility, simplicity, security or leaving something meaningful behind.

The important question isn’t simply, ‘How much do I have?’

It’s ‘What do I want my wealth to help me do?’

Because money feels most meaningful when it supports the life you actually want to live.



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).

SJP Approved 13/08/2026

Huge congratulations to Cameron, who has passed his CII R04 Pensions and Retirement Planning exam yesterday! 👏It’s anoth...
20/08/2026

Huge congratulations to Cameron, who has passed his CII R04 Pensions and Retirement Planning exam yesterday! 👏

It’s another fantastic achievement and an important step towards his goal of becoming a Financial Planner.

Building a career in financial planning takes plenty of hard work and commitment, particularly when balancing professional studies alongside a busy day-to-day role.

Cameron’s continued progress is thoroughly deserved, and we’re incredibly proud to see him reach another milestone.

Well done, Cameron, from everyone at Oakmere Wealth. We’re looking forward to seeing what comes next! 🎉

19/08/2026

Putting off a financial decision doesn't mean you're bad with money.

In fact, I often see the opposite.

Successful, capable people who are making good decisions in every other area of life, but still haven't got round to that financial task.

🔎 Often, procrastination isn't the problem.

It's a sign that the bigger picture isn't clear enough yet.

What financial decision have you been meaning to come back to?



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: 16/06/2026

30/07/2026

Every so often, someone says to us:

"I've built up pensions, savings and investments over the years... but I'm not completely sure what I'm doing with them."

The good news is, that's more common than you might think.

✨ The first step isn't doing more.

It's understanding what you already have, what it's there for, and whether it's supporting the life you want.

Clarity often starts with a simple conversation.

What's one financial question you've been meaning to get clarity 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). Oakmere Wealth is a trading name of Oakmere Wealth Management Ltd.

SJP approved: 16/06/2026

Financial Planning - A career that can change your life.At Oakmere Wealth, we're not looking for someone to fill a vacan...
29/07/2026

Financial Planning - A career that can change your life.

At Oakmere Wealth, we're not looking for someone to fill a vacancy.
We're looking for someone to become part of our future.
Our Graduate Financial Planning Programme 2026 has been designed for ambitious graduates who want to build a meaningful career helping people make better financial decisions.

Over four years, we'll invest in you through:

🎓 A fully funded pathway to Chartered Financial Planner status.
🤝 One-to-one mentoring from experienced financial planners.
💼 Real client experience from the very beginning.
📈 A clear career pathway from Adviser Assistant to Financial Planner, for those who have the ambition and aptitude to progress.

You'll learn about pensions, investments, tax planning, estate planning and financial planning - not just from textbooks, but by working alongside professionals who do it every day.

At Oakmere, our purpose is simple:

Empowering people to live their best lives whilst creating a better world for future generations.
If you share that purpose and our LEAD values -Lead with People First, Empowering, Authentic and Dynamic - we'd love to hear from you.

📍 Northwich, Cheshire
💷 £25,000 per annum
📅 Programme starts 1st October 2026
🗓️ Applications close Friday 7 August 2026

The Indeed application link is in the comments below.

If you know someone graduating next year who would thrive in this environment, we'd really appreciate you sharing this post.

Celebrating one year of Becki at Oakmere Wealth 🎉Becki joined us as an Adviser Assistant, providing invaluable support t...
28/07/2026

Celebrating one year of Becki at Oakmere Wealth 🎉

Becki joined us as an Adviser Assistant, providing invaluable support to Carl and Louise and helping to ensure our clients receive the highest level of service.

Over the past year, she has continued to develop both personally and professionally, recently stepping into her new role as Graduate Associate - Financial Planning and completing further qualifications on her journey towards becoming a Financial Planner.

Becki’s commitment, determination and care for our clients make her a wonderful part of the Oakmere team.

Thank you for everything you’ve brought to Oakmere during your first year, Becki. We’re incredibly proud of how far you’ve come and look forward to supporting you through the next chapter 💚

23/07/2026

🧭 If you've ever thought, "I should feel clearer than this by now", you're not alone.
Over time, financial decisions build up.

Pensions, investments, property, protection, business interests.

Often the challenge isn't what you have. It's seeing how it all fits together.

Because confidence comes from understanding the bigger picture, not managing each piece in isolation.

What financial question would you most like clarity on right now?



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: 16/06/2026

Address

14 Warrington Road
Northwich
CW82LJ

Opening Hours

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

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