Partner Article

Oakmere Wealth Management Advisors - Other Services

We either have the expertise or access to specialists who can advise you on a wide range of other wealth management services, ranging from writing wills and tax advice and legal services to advice on portfolio management services, general insurance and corporate lending.

Products and services from other providers have been carefully selected to complement and enhance the range of St. James’s Place products on offer.

Some of the services we have available to us are separate and distinct to those offered by St. James’s Place.

Wills are not regulated by the Financial Conduct Authority.

When managing your wealth it is important to understand that every individual or business needs a different approach. Ambitions, assets and attitude to risk are different for everyone and, of course, this will change over time.

We have offices on the outskirts of Northwich, Cheshire and central Manchester and we work closely with every client – building relationships based on trust and an in-depth understanding of your finances. This ensures that we are able to provide the advice that is needed, when it’s needed.

Our service is grounded in the highest professional standards.

We recognise that each of our clients is unique and as such deserves a bespoke service, tailored to their own financial needs and future aspirations.

Holistic Financial Planning can:

Potentially increase the value of your savings and offer investment planning in a tax efficient manner.

Protect yourself and your dependants’ income in case of unforeseen problems.

Increase the after-tax legacy you pass on to your beneficiaries.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.

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

This was posted in Bdaily's Members' News section by Patricia Johnson .