Looking forward to a great night tonight #PAAwards2024

Choices vs Decisions. Framing is everything @carla_oakmerewm #HUMconf

The brilliant Carla Brown takes to the #HUMconf stage 🙌🏼 @carla_oakmerewm

It’s so important to “speak the client’s language” when it comes to creating long-term financial success for clients. In Japan, there is a deep-rooted culture, which comes from sado (tea ceremony), called omotenashi, meaning to wholeheartedly look after guests. In business ...

Carla Brown has made it to the finals of the 2023 Women in Investment Awards for the category 'Role Model of the Year' A huge congratulations to Carla and we can’t wait to celebrate at a special awards ceremony at The Brewery in London on 22 November. #womeninfinance

Take these steps to improve your financial wellbeing >> We support your long-term financial success so you can achieve the future you want. #finanicalwellbeing #financiallywell #financebudget #personalfinances #yourfuture #buildingwealth #financialhealth #financeplanning

🎉 Celebrating Carl Taylor's Work Anniversary 🎉 👏 Our Financial Planner, Carl Taylor celebrates 2 years with Oakmere this month. Carl, your passion and dedication to helping clients plan for their financial future really shines through. Please join us in congratulating Ca ...

Meet our 2023 Finalists for Most Inspiring Businesswomen. Well done and see you at the final when the winner will be announced 🍾 @carla_oakmerewm @AllDoneDesign @BaltimoreRec @Luciahairandbea @VisperaLtd @WigWonderful Sponsored by @SisterSnog #BBWA2023

Full day of planning with the new @pfsconf board today. I’m excited to be on this journey with such a diverse range of experienced individuals.

Feeling financially healthy is not necessarily driven by how much money you have. The way you manage your money and whether you have a financial plan in place, how much savings you have will determine your financial health. #finanicalwellbeing #financiallywell #financebud ...

Employee financial wellbeing can be an important contributor to your company's success. Happier, more financially confident employees can lead to a more engaged workforce and higher staff retention. We can help you manage your employee’s financial wellbeing with ease and c ...

How can women develop more confidence with their finances? Women who are business owners or in highly paid jobs, also have additional responsibilities such as parenting and elderly caregiving. As a result, they tend to manage their finances relationally to others. We work ...

What does financial wellbeing really mean? Financial wellbeing is about having financial security and freedom of choice, both for today and in the future. Our role as financial planners is to give our clients reassurance and confidence about their current and financial fu ...

We all want our children to have a financially secure future so they can enjoy the best start in life. One of the most tax efficient ways to save for your children is through a pension, because as you save, the government adds a generous tax relief, giving a maximum annual ...

We understand your family business deserves a comprehensive succession plan. Trust us to help you feel confident about your succession planning. Reach out to our friendly team and start the conversation today. #familybusiness #legacyplanning #financialwellbeing #hardwork # ...

Thinking about legacy planning early on will make sure your wealth is passed on to the people and causes closest to your heart. These are some of the things you should consider: - Who should it go to? - When should they receive it? - Is it tax efficient to pass on wealth d ...

All our Advisers have specialist training to deal with vulnerable clients. These vulnerabilities might be anything from poor health and ageing, to divorce or bereavement. Our Advisors are trained so that we understand what’s causing the vulnerability so we can adapt our acti ...

I’ve recently got divorced. What’s the best way of valuing both our pensions so that we can agree a fair financial settlement? Your pensions are a significant asset, so it's important to understand how to value and divide them. Knowing you are getting a fair settlement, as ...

We are pleased to join the Consumer Duty Alliance as an 'Associate Firm.' The Consumer Duty Alliance is an independent, not-for-profit community interest company aiming to help the financial planning sector successfully implement the FCA's Consumer Duty. Incorporating the F ...

Exciting news! Carla Brown has successfully completed the “Building the Behavioural Advisor” training programme and has been awarded the “Certificate in BEHAVIORAL ADVICE” with Shaping Wealth. #shapingwealth #moneydecisions #financialwellbeing