Wednesday, January 4, 2017

Oakmere Wealth Management Advisors: A Holistic Approach

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.

*Trusts are not regulated by the Financial Conduct Authority.

**This may involve a service that is separate and distinct from those offered by St. James's Place.

No comments:

Post a Comment