Customer Profiles

Every client of Oakmount and Partners is respected and appreciated in a personal way. We always take the time to get to know you and your needs and preferences, irrespective of your investment.

It’s not just a question of placing a clients’ money in the market and making an investment. We add value to the relationship by keeping in touch through regular meetings, newsletters and updates.

Our purpose is to enable individuals and businesses to manage financial and investment objectives. We provide innovative products and services tailored to meet the ever-changing global market place facing our customers. We build value for our investors through the strength of our product knowledge and by consistently producing superior results looking to outperform our peers.

Silver Account Customer

With up to £500,000 under management you will be placed in an area where success can be driven and achieved in the markets. Our commitment is to keep you abreast of the markets by constantly helping you to maximise your return on investment. We will communicate in a way which suits you, through phone, emails, newsletters and regular updates.

You will be able to take advantage of added value benefits that we negotiate through our leisure, sporting and retail associates, rewarding your commitment to Oakmount and Partners as your representative within the market place.

Gold Account Customer

Investing £500,000 to £1 million will enable you to take advantage of a package of benefits which goes far beyond our fundamental promise to keep you abreast of the markets, by working with you to maximise your investment portfolio.

Our regular emails and newsletters will give you insight into the investment markets, highlighting new opportunities and helping you to understand what is happening on the financial stage.

The added value benefits within this package are negotiated through our leisure, sporting and retail associates and will reflect your status as a Gold Account Customer with royalties to be enjoyed through various occasions.

Platinum Account Customer

Investing more than £1 million through Oakmount and Partners brings you into the realms of the corporate market and elite group of investors. You will reap the rewards of higher minimum yields and we will constantly monitor your portfolio to maximise your profits. We will communicate with you through regular meetings, newsletters and updates.

You can take advantage of top of the range relaxation and networking opportunities we negotiate through our sporting, leisure and retail associates – from weekend spa breaks to tickets for major sporting occasions.