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Carla Brown

Founder and Managing Director

Oakmere Wealth Management Ltd

Cuddington

oakmerewealth.co.uk

I established Oakmere Wealth Management Ltd in 2011.

I have worked in Financial Services for over 24 years in which time I have undertaken a significant number of qualifications. I achieved the status of Chartered Financial Planner in 2012 and I am a Fellow of the Personal Finance Society. I am also a member of the Society for Later Life Advisers (SOLLA) and hold the Later Life Adviser Accreditation. In 2018 I graduated with an MSc in Wealth Management from Loughborough University.

In 2021 I won the PFS ‘Financial Planner of the Year’ award and in 2019 was awarded the inaugural title of ‘Best Chartered Financial Planner 2018. I also won the EISA ‘Best Financial Planner of the Year’ award and was Highly Commended as ‘Role Model of the Year’ & ‘Best Financial Planner -North West’ at the Women In Finance Awards. I work with clients all over the UK and embrace client centred financial planning believing that true wealth is about more than just money.

Prior to setting up Oakmere Wealth Management Ltd, I had a successful career working as an IFA for a large bank in their private client team but felt I wanted to give my clients more of a personal, relationship-based service and so decided to set up my own practice.

I work closely with other professionals such as solicitors, accountants and other financial services specialists to ensure that my clients receive the best advice available. It is not unusual for me to work alongside clients’ own professional advisers, making the process simpler and saving valuable time.

Because of my strong client focus, I build my business solely on introductions, both from my private clients and from other long-standing professional relationships. My clients are happy to recommend me to their friends, family and colleagues so that they too may benefit from the sound professional advice they have themselves received.

I have a 19 year old son, and in my spare time I enjoy trail running, trips away with my family and friends, and walking my crazy dog, Archie!

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) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website http://www.sjp.co.uk/products. 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 07/02/2023

 

Content by Carla Brown

Part 3 Unlocking Wellness and Wealth

Carla’s guest is Ruth Sturkey. Previously a Chartered and Certified Financial Planner, Ruth is a business coach, speaker, podcaster, non-executive director of Paradigm Norton Financial Planning, and chair of the Institute for Financial Wellbeing (IFW).

Part 2 Elevating Standards

Carla’s guest is Michelle Hoskin. Known as ‘Little Miss WOWW!’, Michelle is founder of Standards International and the Director of WOWW!. Standards.

Part 1 Empowering Futures

Carla’s guest is Tina Weeks. Known as ‘The Finance Coach’, Tina is founder of Serenity Financial Planning and of Know Thyself Coaching and Consultancy.

The Power of Comprehensive Client Information

Discovering what clients may not readily disclose allows us to craft more accurate, relevant, and effective financial plans.

Read more…