Carla Brown biography

Carla is Managing Director of Oakmere Wealth Management Ltd and Director of CL Wills and Estate Planning.

Carla is a Chartered Financial Planner, Fellow of the PFS, She graduated from Loughborough University with an MSc in Wealth Management in 2018, is accredited as a later life adviser with the Society of Later Life Advisers (SOLLA), and holds a Certificate in Relational Financial Planning. In 2019, Carla won the inaugural SJP ‘Chartered Financial Planner of the Year’ award and in 2021 went on to win the prestigious PFS ‘Chartered Financial Planner of the Year 2021/22’. She has been nominated for multiple other awards.

Prior to starting her own business in 2011, Carla spent 15 years working with HSBC and Bradford & Bingley as an Independent Financial Adviser, and Cheshire Building Society as a Financial Consultant. She has also gained governance experience as a Trustee and Director of DMPL Ltd, a resident’s association for a private housing development, and as a school governor.