This year has been a testament to the resilience and innovation that define Oakmount and Partners. We are pleased to share some of our key milestones, exciting developments, and our ambitious vision for the year ahead. 

 

2023 Highlights: A Year of Market Turbulence and Triumphs 

Navigating Market Challenges: It is important to acknowledge the challenges the market has been facing. High-interest rates, inflation, and uncertainty have tested the resilience of the financial landscape.  

 

Despite these headwinds, Oakmount and Partners remains steadfast 

in its commitment to navigating these challenges and capitalising on opportunities as part of our broader value investing strategy. 

 

Record-Breaking Growth: In the past year, Oakmount and Partners experienced unprecedented growth in what has been a very testing market place. Our commitment to delivering unparalleled and robust services has resulted in record-breaking achievements, propelling us to new heights in the financial industry. 

 

Launch of Innovative Products: We are thrilled to announce the successful launch of our redeemable preference share & fixed dividend investment which is a revolutionary addition to our portfolio providing regular income with annual yields ranging from 8%, 9%, and 10%. This innovative offering reflects our dedication to staying ahead of industry trends and providing our clients with cutting-edge portfolio solutions, with the addition of year-end profit share to compliment the above yields. 

 

 

We are delighted to announce that the past month has been exceptionally fruitful for Oakmount and Partners.  

 

Through strategic partnerships, dedicated efforts, and the unwavering trust of our valued investors, we have secured almost £1 million in new business.  

 

This achievement underscores the effectiveness of our investment strategies and the confidence that our partners place in us.