Carla is the founder and Managing Director of Oakmere Wealth Management Ltd which is a growing Practice on the outskirts of Chester.

As well as being a Chartered Fellow and Certified Financial Planner, Carla also has an MSc in Wealth Management and is accredited with the Society of Later Life Advisers. In 2021 Carla won PFS ‘Chartered Financial Planner of the Year’. Carla has been a member of MDRT and Top of The Table since 2018. Carla embraces client centred financial planning with her clients and believes true wealth is about more than money.

Carla has recently been appointed to the board of the Personal Finance Society (PFS) as a Member Director working to create a positive environment for members and their clients and influencing the future of the profession.