Making more possible. Today. Tomorrow. Together.
All that we are, and all that we ever hope to be, we owe to our customers.
As an organisation, we act with integrity in our transactions and daily work by holding ourselves and our clients to the highest professional and ethical standards. We recognise in every investment the importance and value of good corporate governance.
We seek to be transparent, accountable and equitable, in our dealings with our clients, associates and with local communities.
Oakmount and Partners (OAP) are proud to act as an innovative private consultancy firm which primarily focuses its interest on the property, commodity, energy and IPO sectors of the market. Our approach revolves around one concept. We seek to optimise performance over the medium & long-term without exposing our investors to unnecessary risk.
We believe that our clients are the key to our success some 9+ years after our inception.
We offer a comprehensive service to all clients both from a corporate perspective and in dealing with eligible private individuals.
The level of service you choose will be determined by how actively involved you want to be in the management of your investments and how confident you are with monitoring the balance of risk and reward yourself. To agree on, which service best suits your needs, our team will be happy to speak with you in more depth about your preferred choice and structure.
Oakmount can take you to a higher financial altitude delivering Success through Partnership.
Being situated in the heart of Essex allows our team to be responsive and a short journey away from London's financial institutions, so we can provide our clients with up to date knowledge regarding all aspects of the investment markets.
Our experience stems from numerous years of success in a number of key sectors, giving Oakmount and Partners a broad and current understanding of what is happening in the global marketplace.
We are a market-focused, process-centered organisation that develops and delivers innovative portfolio solutions, enabling us to consistently provide a dynamic and bespoke service to our clients.
Oakmount and Partners service involves analysing and understanding our clients’ needs initially so that the optimum results can be driven and achieved thereafter. Throughout our on-going relationship, we continue to study, assess and plan on behalf of our clients, many of whom are busy with their work and family commitments.
Sculpted from experience, built for success.
We can give you access to globally diversified investment opportunities which are specifically designed to:
Reduce volatility and improve returns
Preserve your capital
Use diversification to increase performance
Generate regular income & capital growth
We are passionate about our work and intensely focused on performing at the highest professional levels. Our strength and success require that we out-smart and out-work our competitors. We have an insatiable appetite to learn and keep on learning for it is the true foundation of growth.
We know that the best solutions result from the ideas and contributions of a diverse team of associates and partners. Diversity strengthens our foundations and delivers better results for our clients and stakeholders alike. We expect our staff to have a strong working knowledge of our core responsibilities. Communication is critical to our on-going success and we will ensure that the channels for such communication are always open to the many people within our company, and those who rely on us outside.
With that said, we introduce our four key principles to all our clients and associates, creating a clear and transparent process of how we enter them into the investment markets and exit with a positive outcome.