Meet the Oakmere Team

Financial Planning & Wealth Management

Gurpal Basra – Godiva Financial Planning
Property is often one of your biggest assets, so it’s important to ensure your wider finances are aligned with your long-term goals.

Through our partnership with Godiva Financial Planning, clients can access expert advice on:

  • Retirement planning

  • Pension reviews

  • Inheritance Tax planning

  • Investment advice

  • Life insurance and family protection

  • Later life financial planning

Whether you’re selling your family home, investing through a limited company, or planning for retirement, Gurpal can help you make informed financial decisions.

Gurpal Basra

Tax Planning & Accountancy

Jaysel Parmar – Onyx Accountants
Property taxation can be complex, especially for landlords and investors.

Our trusted accountants at Onyx can help with:

  • Capital Gains Tax calculations

  • Buy-to-let limited company structures

  • Property investment companies

  • Tax-efficient ownership structures

  • Annual accounts and corporation tax

  • Portfolio growth strategies

Helping you keep more of your wealth and structure your investments efficiently.

Wills, Lasting Powers of Attorney & Estate Planning

Tony Morris – Belvedere Wills
Protecting your loved ones is just as important as building your assets.

Belvedere Wills can assist with:

  • Wills

  • Lasting Powers of Attorney (LPA)

  • Trusts

  • Estate planning

  • Inheritance Tax planning strategies

Giving you peace of mind that your affairs are in order for the future.

Tony Morris

Legal Services & Conveyancing

Trusted Local Law Firms

Our network includes experienced local law firms, with trusted solicitors who can assist with:

  • Residential Conveyancing

  • Commercial Conveyancing

  • Transfers of equity

  • Leaseholder agreements

  • Legal preparation before sale

  • Probate property sales

Fast, responsive legal support to keep your move progressing smoothly.

Mortgage Advice

Independent Local Mortgage Brokers

Every client’s circumstances are different, whether you’re:

  • A first-time buyer
  • Self-employed

  • Buying through a limited company

  • Purchasing a buy-to-let

  • Requiring specialist lending

  • Remortgaging

We’ll introduce you to the mortgage broker best suited to your individual needs.

We work with a network of trusted local brokers to ensure you receive expert advice and competitive mortgage solutions.

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