Oakmere Wealth Management Ltd - Northwich

Oakmere Wealth Management Ltd is a financial planning and mortgage brokerage firm located at 14 Warrington Rd, Cuddington, Cheshire, Northwich CW8 2LJ, United Kingdom. The company can be reached by phone at 1606530530 and has a website at oakmerewealth.co.uk.

One of the key features of Oakmere Wealth Management Ltd is their specialization in financial planning and mortgage brokerage. This means that they can assist clients with a wide range of financial needs, including retirement planning, investment management, and mortgage financing. Whether a client is looking to purchase a new home or planning for their financial future, Oakmere Wealth Management Ltd has the expertise to help.

In addition to their financial services, Oakmere Wealth Management Ltd also offers a number of amenities for their clients. The company has a wheelchair accessible parking lot and restroom, making it easy for clients with mobility challenges to visit the office. An appointment is required to ensure that clients receive the personalized attention they deserve.

When it comes to reviews, Oakmere Wealth Management Ltd has received high praise from their clients. With an average rating of 5/5 on Google My Business, it's clear that the company is dedicated to providing excellent service.

Overall, Oakmere Wealth Management Ltd is an excellent choice for anyone in need of financial planning or mortgage brokerage services. With their expertise, convenient location, and commitment to accessibility and client satisfaction, the company stands out as a top choice in the Northwich area. If you're looking for a financial partner you can trust, be sure to visit their website at oakmerewealth.co.uk and schedule an appointment today.

Reviews of Oakmere Wealth Management Ltd

John Edwards

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.

Jonathan Guy

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.

Jane Stott

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!