Delamere, Cheshire, United Kingdom
Director & Chartered Financial Planner at Oakmere Wealth Management Ltd
Financial Services
Education
Bolton Institute of Higher Education 1992 — 1995
BA (Hons), English Literature
Runshaw College 1990 — 1992
BA (Hons), English Literature
Experience
Oakmere Wealth Management Ltd, Partner Practice of St. James's Place Wealth Management January 2012 - Present
HSBC March 2007 - January 2012
Cheshire Building Society October 2004 - February 2007
Bradford & Bingley October 1995 - October 2004
Skills
Critical Illness, Business Planning, Pensions, Financial Advisory, Trusts, Long-term Care, Mortgage Lending, Investment Advisory, Wealth, Wealth Management..., Credit, Financial Planning, Management, Financial Risk, Investments, Retirement, Financial Planners, Small Business, Protection, Retirement Planning, Wealth Management, Fixed Income, Financial Services, Strategy, Portfolio Management, Restructuring, Wealth Accumulation, Business, Investment Management, Relationship Management, Long term Care planning, Commercial Banking, Estate Planning, Investment Strategies, Private Banking, Banking, Risk Management, Income Protection, Personal Finance, Retail Banking, Mutual Funds, Strategic Financial..., High Net Worth..., Savings, Asset Management, Insurance, Personal Financial..., Inheritance Tax Planning, Finance