Oakmere Wealth Management Advisors Investment Management Approach}

Oakmere Wealth Management Advisors – Investment Management Approach

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St. James’s Place Wealth Management recognizes that no single investment house has a monopoly on investment expertise, and St. James’s Place do not employ in-house investment managers. Instead we carefully select a number of external managers of outstanding ability to manage our range of funds.

This has a number of advantages:

– It gives us the freedom to select first-class managers from the global investment market to manage our funds on behalf of our clients

– It enables us to change any of these managers at short notice if we have lost confidence in them, without any charges, or tax, or inconvenience to our clients

– It offers our clients a real opportunity to diversify their investments by spreading their money across funds managed by different managers with different styles

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 its 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.

Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. In our experience, no two clients are the same and we therefore ensure that we understand your personal or business objectives and deliver solutions that are right for you.

We do not provide off the shelf solutions, but we offer the benefit of a single relationship for all of your financial planning needs. We strive to offer the very best service to develop a long term relationship with you.

We aim to deliver our commitment by:

– Providing personal face-to-face financial advice

– Giving you the opportunity to review your financial affairs regularly

– Effectively managing your investments via our distinctive approach

– Keeping you informed of the latest news and any changes that might affect your personal situation

– Listening to your feedback

– Ensuring that our dealings with you are sensitive to your needs

We specialise in providing high quality personal advice on many aspects of wealth management, advising clients of widely differing financial resources and of all ages. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax reliefs and aspects of exit strategy planning.

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