Oakmere Wealth Management Advisors Team

By: annejagger


Jacky Roberts, Practice Manager

After a varied background in Manufacturing I have finally settled on a career in Financial Services. When I first came to Oakmere Wealth Management it was clear that the company was a fun and dynamic place to work and I was delighted to join the team. My own strengths are liaising with our clients and building up good working relationships, which I love doing. I believe that the client should always come first, as the business would not be here without them. Iím kept busy outside of work with my two daughters and I love to travel and go on holiday as often as I can. Iíve recently taken up running, I love to cycle around the beautiful Cheshire country paths and also throw a mean punch at my boxercise classes.

Penny Williams, Business Development Manager

Penny joined Oakmere Wealth Management in October 2013 from a Business Development background. Penny is our Business Development Manager providing marketing support to Carla, managing social media and client events. She also provides administration and para planning support to the business. She is currently working towards the CII Certificate in Financial Planning. She is married with 2 children and enjoys in her spare time playing netball, running and meeting up with friends.

Alison Balmer, Administrator

I have come from a background of Estate Agency and Lettings and Management, managing over 350 properties in the local area. My role at Oakmere Wealth Management as office Administrator and meeting and greeting the clients. I work as part of a team to help provide our clients with a professional ongoing financial planning experience. When I'm not working I enjoy Interior Design, keeping fit, walking and socialising with family and friends.

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At Oakmere Wealth Management Ltd, we are very passionate about building long term relationships with all of our clients founded on trust, excellent service and superior wealth management planning. Implementing a financial plan is only the start of the relationship.

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