Oakmere Wealth Management Ltd

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.
Nov 17th, 2022

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.
Dec 22nd, 2019

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!
Jul 10th, 2018

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 Im more than happy to recommend Carla and Oakmere Wealth Management.
Jun 19th, 2018