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Oakmere Wealth Management Ltd

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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 financial 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

30/10/2026

80 is the score a business needs to become a certified B Corp. Ours came in at 106.8.

The number itself matters less than what sits behind it. The B Impact Assessment looks at verified practice across governance, workers, community, environment and customers. Every answer has to be evidenced, and the evidence is reviewed independently rather than taken on trust.

That’s a different exercise from writing a values page. It asks how decisions are actually governed, how people are treated, what happens to data, and whether the business is accountable to more than its own profit.

Scoring above the threshold doesn’t make a firm finished. It sets a documented baseline, and the assessment comes round again.

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: 23/10/2026

28/10/2026

What separates a considered decision about care from a rushed one is usually how much time there was to make it.

Long-term care is one of those subjects people instinctively avoid. It feels uncomfortable, or premature, so it gets pushed aside entirely and then dealt with in the middle of a crisis.

Neither extreme tends to produce good decisions.

The calm version starts from a simple acknowledgement: not everyone will need significant care, but many people will need some form of support later in life. The useful question isn’t how likely it is. It’s whether a financial position is resilient enough to absorb the possibility.

Answering that is practical work. Modelling what care might cost. Looking at which assets are actually available. Thinking through how it would be funded without unnecessarily disrupting a spouse’s position or longer-term plans for passing wealth on.

It’s also a conversation about preferences. Where would you want to receive care, if the choice were yours? At home, if that were possible? Somewhere specific? Those answers shape the numbers, which is why they belong in the plan rather than in a phone call made under pressure.

Care handled this way stops being a looming unknown and becomes one scenario among several that has already been thought about. The goal was never to remove the uncertainty.

It’s to make sure that if circumstances change, the decisions can still be made calmly.

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: 22/10/2026

27/10/2026

A warm welcome to Dan Roberts, who joined us this week as Graduate Associate - Financial Planning! 👋

Dan comes to Oakmere with experience across a variety of industries. What he’s enjoyed most along the way is getting to know people, solving problems and helping them achieve their goals. Combined with his interest in personal finance, that’s what led him to our Graduate Financial Planning Programme.

Outside work, Dan enjoys spending time with his wife and young daughter. He also has a growing list of hobbies, most of which involve being on or in the water!

It’s lovely to have you with us, Dan. We’re looking forward to supporting you as you begin your career in financial planning.

23/10/2026

With the Autumn Budget coming up, it’s a good moment to think about what you want your money to make possible 💚

Perhaps it’s more time with family, the freedom to step back from work, or helping your children find their feet. You might still be figuring that out, and that’s okay too.

These are the things we talk about every day at Oakmere. They’re what give your financial plan a purpose.

When the announcements arrive, we’ll help you understand what’s relevant to you and how it fits with the life you’re planning for.

In the meantime, if there’s something on your mind, you don’t need to wait until Budget day to have a conversation. We’re here to listen, answer your questions and talk things through.

You’ll find a link to speak to our team in the comments 💬

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: 22/10/2026

22/10/2026

Most parents aren't unsure about whether to help their children. They're unsure how much they can give without putting themselves at risk.

That question usually gets answered by instinct. A figure that feels about right. Or whatever happens to be sitting in an account that isn't doing much.

A more useful starting point is your own plan. What your future lifestyle actually costs. How your retirement holds up if markets, health or longevity don't behave as expected. What the remaining plan looks like once that money has gone.

Once those numbers have been stress tested, the conversation changes shape. Generosity becomes a decision made from clarity rather than one you hope will work out.

Timing matters as much as the amount. Support doesn't have to be a single large transfer. It can be phased, tied to specific milestones, or structured so it arrives when it will do the most good which tends to protect both sides.

Helping your children shouldn't come with a quiet worry running underneath it. When your own position is clearly modelled, it usually doesn't.

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: 12/10/2026

16/10/2026

There are two ways to support your children financially. One of them is visible. The other one isn't.

The visible one is the transfer - the deposit, the fees, the sum that moves from your account to theirs. It's the part that gets planned for and talked about.

The second is quieter. It's the years in which they aren't required to step in for you. No contributions towards your costs, no decisions made around your situation, no reorganising their own finances to absorb yours.

That second form of support only holds if your plan can take the weight of the first. Which is why the useful work happens before any money moves: understanding what your own future actually costs, how resilient the plan is if health or longevity don't go as expected, and what's left once a significant gift has gone out of it.

Done in that order, help given now doesn't quietly create a cost later.

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: 12/10/2026

15/10/2026

Most business owners can tell you their turnover. Far fewer can say, without pausing, what it's all for.

That pause isn't a failing. It's what happens when a business is working. The hours go in, profits get reinvested, the team grows, the numbers move in the right direction and the question of where it's ultimately heading quietly slips down the list.

Growth becomes a habit long before anyone decides it should be the goal.

The useful question isn't whether the business is doing well. It's what role it's meant to play in your life. Long-term income? An eventual sale? Something to hand on? Or simply more freedom over how you spend your time?

Those four answers point in genuinely different directions. They change how much you draw versus reinvest, how you structure ownership, when you bring people in above you, and what "ready" looks like if you ever decide to step back.

Without that clarity, it's easy to keep pushing forward without ever checking whether the direction still suits you.

Planning for business owners isn't only about extracting value efficiently. It's about lining up the trajectory of the business with what you actually want from the years ahead and being willing to change one when the other moves.

When the destination gets clearer, decisions about investment, expansion and succession stop feeling reactive. They start feeling deliberate.

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: 07/10/2026

09/10/2026

Plenty of people carry on working long after the point they needed to. Not out of caution,
and not because the numbers told them to. Usually because nobody has ever tested the
question properly.

"How will I know when it's enough?" is one of the most important things a client can ask.

It's also one of the most quietly asked.

Part of the reason it's hard to answer is that enough isn't really a figure. It's the relationship between your resources and your lifestyle, between what you've built and how you want to live. Two people with similar wealth can arrive at very different answers.

Fixing on a single milestone doesn't settle it either. Until you know how that figure translates into income, flexibility and resilience, it can still feel uncertain.

Clarity comes from modelling real life rather than rough assumptions.

What does your spending look like on reduced hours? How would market movements affect you in the early years? What if you live longer than you expected, or your priorities change along the way?

Explored properly, those scenarios won't remove every unknown. What they do is replace
vague hope with informed confidence.

And that changes the nature of the decision. Stepping back becomes a choice made from
strength, rather than a leap into the dark.

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: 25/09/2026

08/10/2026

"How will I know when it's enough?"

It's one of the most important questions we get asked, and almost always one of the quietest.

Part of what makes it hard to answer is that a figure on its own tells you very little. Enough isn't a line you cross. It's the relationship between what you've built and how you want to live and if either side of that shifts, so does the answer.

Which is why reaching a target can still leave someone uneasy. The number arrives, but it hasn't been translated into income, flexibility and resilience, so the reassurance never quite lands. Others keep working longer than they need to, simply because the question has never been tested properly.

Testing it means modelling real life rather than leaning on rough assumptions. What would your spending look like if you reduced your hours? How would market falls in the early years affect you? What if you live longer than you expect, or what you want from those years changes along the way?

Working through those scenarios won't remove every unknown. It does replace vague hope with something you can actually plan around.

And once the picture is clear, stepping back stops being a leap into the dark. It becomes a decision made from a position of strength.

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: 25/09/2026

17/09/2026

Being a Certified B Corporation is not just a badge we hold. It’s a commitment reflected in how we continue to operate.

For Oakmere, that means considering the impact of our decisions on our clients, our team, our communities and the wider world. It means holding ourselves accountable to high standards of social and environmental performance, transparency and responsible business.

We were proud to be one of the first St. James’s Place firms in the UK to achieve B Corp Certification, but what matters most is continuing to put those principles into practice.

Because true wealth is about more than financial success. It’s about creating a positive, meaningful legacy for the people and places around us.

Purpose isn’t separate from the way we do business. It’s part of the Oakmere Way.
You can view our official B Corp profile here via the link in the comments.

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: 17/08/2026

Address

14 Warrington Road
Northwich
CW82LJ

Opening Hours

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

Website

http://www.oakmerewealth.co.uk/, https://www.oakmerewealth.co.uk/financial-fitness

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