Oakmere Wealth Management Ltd

Oakmere Wealth Management Ltd Oakmere Wealth Management Ltd Oakmere Wealth Management Ltd was founded in 2011 by Carla Brown. Our service is grounded in the highest professional standards.

We are a small, highly skilled, friendly team based in Cuddington, Cheshire where we are firmly part of our local community. We recognise that each client is unique and as such deserves a bespoke service, tailored to their own financial needs and future aspirations. Our geographical footprint covers the whole of the UK and here at Oakmere Wealth Management Ltd we help and empower you to gain finan

cial freedom - allowing you to live your best life, whatever that may look like. Oakmere Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 24/01/2025

We're delighted to share that Oakmere Wealth has been shortlisted in the Professional Adviser Women in Financial Advice ...
16/07/2026

We're delighted to share that Oakmere Wealth has been shortlisted in the Professional Adviser Women in Financial Advice Awards 2026 in the Outstanding Support Initiative category.

Our nomination recognises the work behind achieving B Corp certification, something we're incredibly proud of as a business.

Becoming B Corp certified was a true team effort, made possible by the dedication, collaboration and shared values of everyone at Oakmere. We're incredibly proud to see that collective commitment recognised.

Congratulations and thank you to our amazing team and best of luck ahead of the awards! 💚

15/07/2026

💡 One of the biggest misconceptions about money is that confidence comes from having more of it.

Often, it comes from having more clarity.

Knowing where you stand. Understanding how everything fits together. Feeling confident that

there's a plan behind the decisions you've made.

Because peace of mind isn't always about wealth.

It's about knowing your financial life makes sense.

What gives you more confidence: having more, or having more clarity?



Oakmere Wealth is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). Oakmere Wealth is a trading name of Oakmere Wealth Management Ltd.

SJP approved: 16/06/2026

⛳ What to expect at our Oakmere Wealth Golf DayAs we look ahead to May, we’re looking forward to welcoming clients, frie...
07/05/2026

⛳ What to expect at our Oakmere Wealth Golf Day

As we look ahead to May, we’re looking forward to welcoming clients, friends and local connections to Vale Royal Abbey for a relaxed and enjoyable day on the course.

From a warm welcome with breakfast and coffee, to 18 holes of golf and an evening spent together over dinner and prizes, it’s always a fantastic day both on and off the green.

Most importantly, we’ll be raising funds for two charities close to our hearts - St Luke’s Hospice and the St. James’s Place Charitable Foundation 💚

If you’d like to join us, there’s still time to get involved.

Find out more or your place via the link below:
https://golfday.oakmerewealth.co.uk/oakmere-wealth-golf-day-2026

⏳ With just a few weeks to go…We’re looking forward to bringing together clients, friends and local connections for our ...
30/04/2026

⏳ With just a few weeks to go…

We’re looking forward to bringing together clients, friends and local connections for our Oakmere Wealth Golf Day at Vale Royal Abbey.

It promises to be a relaxed and enjoyable day, with great company and the opportunity to support two charities that mean a great deal to us - St Luke’s Hospice and the St. James’s Place Charitable Foundation.

If you’ve been thinking about joining us, now is a great time to get your place confirmed.
We’d love to see you on the course.

Find out more or book your place via the link below:
https://golfday.oakmerewealth.co.uk/oakmere-wealth-golf-day-2026

Join our team: Financial Services Administrator (Part-Time)We’re looking for an organised, proactive and personable Fina...
29/04/2026

Join our team: Financial Services Administrator (Part-Time)

We’re looking for an organised, proactive and personable Financial Services Administrator to join Oakmere Wealth Management.

This is a part-time, office-based role in Northwich (25 hours per week), where you’ll play a key role in supporting our advisers and delivering a professional, welcoming experience for our clients.

Key details:
Part-time - 25 hours per week
Office based - Northwich (CW8)
From £12.71 per hour
Training and development provided

This is a great opportunity to be part of a supportive, values-led team, with ongoing training and the chance to grow your career in financial services.

Please note: this role does not involve providing financial or investment advice.

👉 Apply via Indeed: https://uk.indeed.com/viewjob?jk=dff2b4e453ee4b4b&from=shareddesktop_copy

💚 Supporting causes that matterOur Golf Day is about more than just time on the course - it’s an opportunity to come tog...
23/04/2026

💚 Supporting causes that matter

Our Golf Day is about more than just time on the course - it’s an opportunity to come together and support two incredible charities doing meaningful work in our community and beyond.

St Luke’s Hospice provides compassionate care to people and families facing life-limiting illness, while the St. James’s Place Charitable Foundation supports charities helping children and young people in need.

Every team entered, raffle ticket purchased and contribution made on the day helps support their work.

If you’d like to be part of it, we would be delighted to have you join us.
Find out more or book your place using the link below.
https://golfday.oakmerewealth.co.uk/oakmere-wealth-golf-day-2026

We’re proud to share a significant milestone for Oakmere Wealth.We have achieved B Corp certification - becoming the fir...
21/04/2026

We’re proud to share a significant milestone for Oakmere Wealth.

We have achieved B Corp certification - becoming the first ever St. James’s Place Partner Practice in the UK to do so.

B Corp recognises businesses that meet high standards of social and environmental responsibility, accountability and transparency. You can find out more about what it means here: bcorp.com

For us, it reflects a continued commitment to doing the right thing - for our clients, our community and the future.

A moment we’re incredibly proud of, and one that reinforces the values we build our business on.



Oakmere Wealth is an Appointed Representative of and represents only St James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority. The ‘St James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.

SJP Approved: 26/03/2026

With just a couple of weeks to go until our Oakmere Wealth Golf Day, we’re looking forward to bringing together clients,...
17/04/2026

With just a couple of weeks to go until our Oakmere Wealth Golf Day, we’re looking forward to bringing together clients, friends and local connections for a fantastic day at Vale Royal Abbey Golf Course.

More than just a round of golf, the day is about great company and supporting two charities that mean a great deal to us - St Luke’s Hospice and the St. James’s Place Charitable Foundation.

St Luke’s Hospice provides compassionate care to people facing life-limiting illnesses and supports their families during incredibly difficult times. The St. James’s Place Charitable Foundation supports charities helping children and young people who are disadvantaged, vulnerable, or living with disabilities.

Whether you’re joining us on the course, sponsoring a hole, or donating a raffle prize, your support will help make a meaningful difference.

If you’d like to take part, you can book your place here: https://api.leadconnectorhq.com/widget/form/ERczCQucAERKQub1ESSl

We’d love to see you there!

07/04/2026

Thinking about a career in financial planning? It’s about so much more than numbers 🌿

Taking time to understand the different roles within the profession is a great first step. Financial planning is a team effort, and every role plays a vital part in supporting clients.

Gaining real insight - whether through shadowing financial planners, paraplanners or administrators - can help you truly understand what the day-to-day looks like.

Above all, the most important quality is a genuine desire to help others. At its core, this profession is about people, their lives and what matters most to them.



Oakmere Wealth is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). Oakmere Wealth is a trading name of Oakmere Wealth Management Ltd.

SJP approved: 24/02/2026

Address

14 Warrington Road
Northwich
CW82LJ

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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