Eleanor Price
Lead planner
Focuses on personal financial plans and retirement income sequencing for clients approaching later working years.
About
A planning practice rooted in Great Willms
Oakmere grew from years of sitting across kitchen tables and office desks with families who needed someone to order the paperwork — pensions, mortgages, cover — before talking about anything else.
Why we exist
Many households only meet an adviser when buying a product. We reverse that: first understand cash flow, goals and risks, then decide whether any product is needed at all.
Our work sits firmly in UK financial advice and consulting — fact-finds, suitability discussions, written plans and follow-up — delivered from Ernser Cliff in Great Willms, with video meetings for clients further afield.
How we work
Meetings are paced. We ask for statements in advance so the hour is spent on decisions rather than hunting for numbers. Recommendations arrive in writing, with a plain-language summary and a longer appendix for your records.
We will name when a solicitor, accountant or mortgage broker is the better next call. Advice that pretends to cover every discipline usually covers none of them well.
People
Advisers you will meet
Marcus Hale
Investment & ISA guidance
Reviews existing holdings and helps households set an allocation they can live with through market noise.
Aisha Rahman
Protection reviews
Maps life cover and income protection against mortgages and dependants so gaps are visible before a claim is needed.
Values we keep visible
Clarity over volume
Fewer recommendations, better explained. A short action list beats a thick binder left unread.
Fees before products
You know the planning fee before any recommendation. Product choices, if needed, come after the plan.
Local and reachable
Based in Wales, serving UK clients. Phone and email answers arrive within a working day in most cases.