Kai Vaughn

Running a successful business takes time, commitment, hard work and determination. This means that owners have little time to think about their own financial objectives, or the protection of the business they have created. As a result, planning your own and your employees' financial security becomes neglected or often completely overlooked.

As a director, it is important to look after your own increasingly complex personal financial affairs. Careful planning is key to ensuring financial security over the longer term, and advice from a wealth management specialist can help you meet your aims while concentrating on managing the 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.

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. I’m kept busy outside of work with my two daughters and I love to travel and go on holiday as often as I can. I’ve 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.