Oakmere Wealth
@carla_oakmerewm
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Chartered Financial Planner of The Year 2021 and Fellow of the Personal Finance Society offering full holistic face to face financial advice.
Oakmere, Cheshire
Joined March 2012
@Profadviser @Quilter Well done Alison, Chris and the team at Tweed! What a great night for you 😊
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It’s so important to “speak the client’s language” when it comes to creating long-term financial success for clients. In Japan, there is a deep-rooted culture, which comes from sado (tea ceremony), called omotenashi, meaning to wholeheartedly look after guests. In business ...
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Carla Brown has made it to the finals of the 2023 Women in Investment Awards for the category 'Role Model of the Year' A huge congratulations to Carla and we can’t wait to celebrate at a special awards ceremony at The Brewery in London on 22 November. #womeninfinance
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Take these steps to improve your financial wellbeing >> We support your long-term financial success so you can achieve the future you want. #finanicalwellbeing #financiallywell #financebudget #personalfinances #yourfuture #buildingwealth #financialhealth #financeplanning
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🎉 Celebrating Carl Taylor's Work Anniversary 🎉 👏 Our Financial Planner, Carl Taylor celebrates 2 years with Oakmere this month. Carl, your passion and dedication to helping clients plan for their financial future really shines through. Please join us in congratulating Ca ...
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RT @bbwomenawards: Meet our 2023 Finalists for Most Inspiring Businesswomen. Well done and see you at the final when the winner will be an…
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Full day of planning with the new @pfsconf board today. I’m excited to be on this journey with such a diverse range of experienced individuals.
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Feeling financially healthy is not necessarily driven by how much money you have. The way you manage your money and whether you have a financial plan in place, how much savings you have will determine your financial health. #finanicalwellbeing #financiallywell #financebud ...
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Employee financial wellbeing can be an important contributor to your company's success. Happier, more financially confident employees can lead to a more engaged workforce and higher staff retention. We can help you manage your employee’s financial wellbeing with ease and c ...
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How can women develop more confidence with their finances? Women who are business owners or in highly paid jobs, also have additional responsibilities such as parenting and elderly caregiving. As a result, they tend to manage their finances relationally to others. We work ...
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What does financial wellbeing really mean? Financial wellbeing is about having financial security and freedom of choice, both for today and in the future. Our role as financial planners is to give our clients reassurance and confidence about their current and financial fu ...
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