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Oakmount and Partners Ltd

Financial Services, Investment Consultants

Oakmount and Partners Ltd

  Thremhall Park
Start Hill
Bishop's Stortford
Bishop's Stortford
CM22 7WE

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Business Profile

Oakmount and Partners Ltd. Sculpted from experience, built for success. Incorporated in 2009, Oakmount and Partners Ltd is a multi-award-winning investment consultancy based in Essex.

The business gives clients access to globally diversified investment opportunities, specifically designed to reduce volatility and improve returns, preserve capital, use diversification to increase performance, and generate regular income and capital growth. Clients typically include high-net-worth professional investors, along with corporate platforms, entrepreneurs and intermediaries.

The consulting and management firm can help with creating bespoke investment portfolios, assist with investment management, and put together strategies using advanced software, expertise, and global contacts. The business deals with opportunities in some of the most sought after asset classes daily, including management of land acquisition and development, commercial and residential property, commodities, private equity, renewable energy, and IPO's.

With attractive annual yields, Oakmount and Partners are suitably placed to add real value to any investment portfolio. The team is globally connected and aims to build strong and lasting relationships with clients, priding themselves on long-term returns and a comprehensive level of service. Located just a short journey away from London's financial institutions, they are also ideally placed to provide clients with up-to-date knowledge of ever-changing markets. Strategic investment plans are always tailored to the needs of the individual, and based on risk profile and return targets, helping clients bridge the gap between where they currently are financially, and where they would like to be.

The judging panel was particularly impressed with Oakmount and Partners for continually investigating new and enhanced strategies to better serve their clients' financial purposes, goals and ambitions. The team strives to provide professional integrity, privacy and transparency in all aspects of organisational administration, upholding good corporate governance and total dedication to results. Staff are known for being helpful, friendly and extremely skilled at what they do, often bringing impressive investment returns that exceed all expectations. Meanwhile, a client portal on the company website streamlines services and allows clients to access their information at a time and place that is convenient for them.

"Oakmount and Partners are known for being helpful, friendly and extremely skilled at what they do, often bringing impressive investment returns that exceed all expectations."



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Index Card is Verified on Central Index

Oakmount and Partners Ltd
Verified ID: 1414004027408384

Verified 09/12/2020 @ 13:28:14
Last updated 02/04/2021 @ 10:44:09

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Opening Hours

Monday to Friday
09:00 to 18:00

Saturday to Sunday