Founder and Managing Director
Carla is the founder and Managing Director of Oakmere Wealth Management Ltd which is a growing practice on the outskirts of Chester.
As well as being a Chartered Fellow, Carla also has an MsC in Wealth Management and is accredited with the Society of Later Life Advisers. In 2019 Carla won the SJP ‘Chartered Financial Planner of the Year’ award, the EISA ‘Best Financial Planner of the Year’ award and was Highly Commended as ‘Best Financial Planner -North West’ at the Women In Finance Awards. Carla works with clients all over the UK and embraces client centred financial planning with her clients and believes true wealth is about more than money.
When away from work she enjoys spending time with family and friends, and running on the local trails in Cheshire with her 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 at www.sjp.co.uk/products.
I like helping people on:
Pensions - I’m approaching retirement
Pensions – I’m retired
Chartered Financial Planner
My charging model:
Ongoing % fee