Oakmere Wealth Management Ltd

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Reviews

1. Chantelle Peat ★★★★★

   My partner and I have been clients of Oakmere for two years now. We feel we're really benefiting from the advice shared by Carla Brown and her team. In particular the focus on a long-term financial plan which sees both of us through to retirement is particularly useful. We've also been impressed with the focus on helping us meet several significant financial milestones between now and when we retire.

   1 month ago
2. Vanessa Jones ★★★★★

   Oakmere are brilliant really helpful and friendly, they are very flexible around scheduling in appointments to fit around you. Carl, my advisor, is fantastic we always have great chats and he always focuses on my needs and gives me wonerful advice. Thank you team!

   almost 2 months ago
3. Moorhouse Digital Marketing ★★★★★

   I have been really pleased and impressed with the service provided by Oakmere Wealth Management. They are extremely knowledgable and their trusted advise has helped me feel confident about my plans for the future. I wouldn't hesitate to recommend them to anyone wanting sound, clear and professional financial advice.

   almost 3 years ago

1. John Edwards ★★★★★

   Can recommend Penny Williams for mortgage advice 100 per cent. She was thorough, professional and helpful from start to finish, she kept us informed every step of the way and she took a genuine interest in our particular circumstances and requirements. Nothing was too much trouble - it was always clear she attached great importance to providing the best possible customer service.

   more 6 years ago
2. Jane Stott ★★★★★

   Would highly recommend Wealth Management. We needed some advice on a re mortgage which we received from Penny Williams who was absolutely superb. Penny put you at ease from the offset, was highly officient & went above and beyond. Wealth management will be first on our list should we ever need them again in the future. Thank you Penny for such excellent service!

   more 6 years ago
3. Jonathan Guy ★★★★★

   I have been working with Carla for the past five years, during which time she has been incredibly helpful and supportive. Carla took the time to fully understand not only what my current financial position was but also where I wanted to be in the future and this was key. Through detailed analysis and planning we have created a plan which I believe will provide for me and my family in the future. Carla is incredibly approachable, is diligent in providing the correct answer and always has my best interests at heart. She and her team are always happy to help and I’m more than happy to recommend Carla and Oakmere Wealth Management.

   more 7 years ago

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