Oakmere Wealth Management Advisors Women In Business



Oakmere Wealth Management Advisors Women In Business



More women are becoming financially successful and independent than ever before and the need to consider carefully tailored, holistic financial planning advice is becoming of paramount importance. As a female business owner myself, I appreciate the challenges of juggling work and family life and would be delighted to work with you to undertake a confidential review of both your personal and business goals. Are you looking to take a career break; retire early; marry or divorce; care for elderly relatives; or raise finances for private education? For your business, are your affairs set up in the most tax efficient way? Are you considering buying into or selling a business? Is your business Will consistent with your personal Will? Are your key Directors and employees appropriately protected? Please note that Wills are a separate service to those offered by St. James's Place and are not regulated by the Financial Conduct Authority. When managing your wealth it is important to understand that every individual or business needs a different approach. Ambitions, assets and attitude to risk are different for everyone and, of course, this will change over time.


We have offices on the outskirts of Northwich, Cheshire and central Manchester and we work closely with every client - building relationships based on trust and an in-depth understanding of your finances. This ensures that we are able to provide the advice that is needed, when it's needed. Our service is grounded in the highest professional standards. 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. Potentially increase the value of your savings and offer investment planning in a tax efficient manner. Protect yourself and your dependants' income in case of unforeseen problems. Increase the after-tax legacy you pass on to your beneficiaries. 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.


For the first time ever, shoppers are going to the web for most of their purchases. An annual survey by analytics firm comScore (SCOR) and UPS (UPS) found that consumers are now buying more things online than in stores. The survey, now in its fifth year, polled more than 5,000 consumers who make at least two online purchases in a three-month period. As online shopping accelerates, so does the use of smartphones to make purchases. The survey showed that 44% of smartphone users made buys through their devices, compared to 41% a year ago. About 190 million U.S. —more than half the population—will shop online this year, according to Forrester Research, as reported by the Wall Street Journal. That’s a wakeup call for retailers, especially traditional department chains such as Macy’s (M), Nordstrom, J.C Penney (JCP), and Kohl’s (KSS), all of which reported sales slumps. Even big name stores such as Walmart (WMT) and Target (TGT) reported slim sales gains. One of retail’s biggest game changers is Amazon (AMZN), which is killing its brick-and-mortar rivals. According to data released by eMarketer to Fortune, Amazon’s e-commerce revenue rose 15.8% in the last 12 months, which is roughly the same clip as Wal-Mart. 12.5 billion for Walmart, and that chasm in dollars keeps getting wider.


No matter what race, religion, creed, or color you are, everybody enjoys celebrating the holidays. From Easter to Passover, Thanksgiving to Memorial Day, Christmas to Veterans Day and everything in between, all people love reveling in the holiday season. Enjoying special time with friends and family is an integral part of rejoicing in the holiday spirit and allows for happiness for all. Celebrating holidays is an enjoyable time for all ages, but organizing for them definitely requires an immense amount of planning and preparing for all involved. There is shopping, cooking, and purchasing holiday decorations, all of which are necessary aspects of preparing for the holidays. Although it may not be in the holiday spirit to be spending money instead of spending time with family, one of the most important parts of preparing for a holiday event is to shop for necessary items. Many of these items include holiday decorations, food items and depending on the holiday, presents. You can make holiday shopping a family activity for you and your loved ones.