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Oakmere Wealth Management Advisors - Chartered Financial Planner

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By Author: Keith Lyons
Total Articles: 3
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Chartered Status is the profession's gold standard for financial planners. It confirms that every Chartered Financial Planner has completed a suite of professional qualifications equivalent to a bachelor's degree.

It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics. You can view the Code at www.cii.co.uk/code.


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.

Oakmere Wealth Management Ltd, we are very passionate about building long term relationships with all of our clients founded on trust, excellent service and superior wealth management planning. Implementing a financial plan is only the start of the relationship.

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