Oakmere Wealth Management Ltd - Northwich

Address: 14 Warrington Rd, Cuddington, Cheshire, Northwich CW8 2LJ, United Kingdom.
Phone: 1606530530.
Website: oakmerewealth.co.uk
Specialties: Financial planner, Mortgage broker.
Other points of interest: Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required.
Opinions: This company has 3 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Oakmere Wealth Management Ltd

Oakmere Wealth Management Ltd 14 Warrington Rd, Cuddington, Cheshire, Northwich CW8 2LJ, United Kingdom

⏰ Open Hours of Oakmere Wealth Management Ltd

  • Monday: 9 AM–5 PM
  • Tuesday: 9 AM–5 PM
  • Wednesday: 9 AM–5 PM
  • Thursday: 9 AM–5 PM
  • Friday: 9 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

Oakmere Wealth Management Ltd: A Comprehensive Insight

Introduction

Oakmere Wealth Management Ltd, located at 14 Warrington Rd, Cuddington, Cheshire, Northwich CW8 2LJ, United Kingdom, is a distinguished financial services provider specializing in financial planning and mortgage brokerage. With a phone number of 1606 530 530 and a website at oakmerewealth.co.uk, this company has established a strong presence in the industry.

Specialties and Services

Specializing in Financial planning and Mortgage brokering, Oakmere Wealth Management Ltd is committed to providing tailored solutions to meet the diverse needs of its clientele. Their expertise spans across various financial services, ensuring a comprehensive approach to wealth management.

Accessibility and Customer Service

The company prides itself on its accessibility, offering wheelchair accessible parking lot and wheelchair accessible restroom facilities. Clients are encouraged to make an appointment in advance to ensure personalized attention and a seamless experience.

Client Reviews

With 3 reviews on Google My Business, Oakmere Wealth Management Ltd has garnered a 5/5 average opinion rating. Testimonials highlight the company's commitment to exceptional service, with clients praising their thorough, professional, and helpful approach. Penny Williams, a key advisor, has been particularly commended for her dedication to customer service and understanding of individual circumstances.

Recommendation

For individuals seeking reliable financial planning and mortgage brokerage services, Oakmere Wealth Management Ltd stands out as a reputable choice. Their combination of expertise, personalized service, and commitment to accessibility makes them an ideal partner in navigating the complexities of wealth management.

We highly recommend visiting their website at oakmerewealth.co.uk to learn more about their services and how they can assist you in achieving your financial goals. Don't hesitate to reach out to their dedicated team for a consultation and take the first step towards securing your financial future.

👍 Reviews of Oakmere Wealth Management Ltd

Oakmere Wealth Management Ltd - Northwich
John E.
5/5

Can recommend Penny Williams for mortgage advice 100 per cent. She was thorough, professional and helpful from start to finish, she kept us informed every step of the way and she took a genuine interest in our particular circumstances and requirements. Nothing was too much trouble - it was always clear she attached great importance to providing the best possible customer service.

Oakmere Wealth Management Ltd - Northwich
Jonathan G.
5/5

I have been working with Carla for the past five years, during which time she has been incredibly helpful and supportive.

Carla took the time to fully understand not only what my current financial position was but also where I wanted to be in the future and this was key.

Through detailed analysis and planning we have created a plan which I believe will provide for me and my family in the future.

Carla is incredibly approachable, is diligent in providing the correct answer and always has my best interests at heart. She and her team are always happy to help and I’m more than happy to recommend Carla and Oakmere Wealth Management.

Oakmere Wealth Management Ltd - Northwich
Jane S.
5/5

Would highly recommend Wealth Management.

We needed some advice on a re mortgage which we received from Penny Williams who was absolutely superb. Penny put you at ease from the offset, was highly officient & went above and beyond.

Wealth management will be first on our list should we ever need them again in the future.

Thank you Penny for such excellent service!

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