Carla Brown

I am the Founder and Managing Director of Oakmere Wealth Management. I have recently been awarded the prestigious title of Chartered Financial Planner of the Year 2021/22 by our professional body, the PFS. To be chosen as the best out of a field of over 7000 Chartered Financial Planners in the UK is a real honour and a testament to the work that we do with our clients. At Oakmere Wealth Management we work with our clients to create a bespoke financial plan designed and built around your financial future and the lifestyle you want to lead. Financial planning is about people, not products, and we take time to get to know and understand you, to ensure the plan we create will allow you to achieve your lifetime dreams and objectives. We meet with all our clients regularly and the ongoing relationship is a key part of the service we offer. As a Certified Relational Financial Planner I am able to use my coaching skills to help you work on your relationship with money, to understand what it means to you, to help you see what you can achieve and what your future life can look like. I have worked in Financial Services for over 24 years and prior to setting up Oakmere Wealth Management in 2011, I had a successful career working for HSBC Bank Plc for several years. I am a Fellow of the PFS and have an MSc in Wealth Management. I am an Education Champion for the PFS and regularly deliver workshops to teenagers and school groups to enhance their financial awareness. I work closely with other professionals such as Solicitors and Accountants to ensure that our clients receive the best advice available, and allowing us to look at the bigger picture. Because of my passion for people I build my business solely on introductions, both from existing clients, and from other long-standing professional relationships. Our clients are keen to recommend us to their friends, family and colleagues so that they too may benefit from the sound professional advice they have themselves received. Your home or other property may be repossessed if you do not keep up repayments on your mortgage. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. Auto-Enrolment products are not regulated by the Financial Conduct Authority. Equity release is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration. This Partner/Partner Practice 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. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 17/09/2024