Services

Oakmount and Partners introduce high-quality alternative investment opportunities for a restricted class of investors around the world.

Innovative Investment Opportunities

Our experiences in life and business mould us, and they don’t just tell the story of Oakmount and Partners as a firm, they also communicate the strength and depth of the ‘Values’ that have underpinned Oakmount from the very beginning.In life, we all only have so much energy and so much time to spend. 
 
”Every moment wasted on the affairs of those who seek to immitate and destroy you subtracts from your strength.” ―Glenn King. 
 
 

Green Ethical Investments

EIS Opportunities

IFISA Investments

Tailored Solutions for Every Investor

Understanding that each investor’s journey is unique, Oakmount and Partners is dedicated to providing tailored investment solutions. We delve into understanding your specific financial goals, risk tolerance, and investment timeline. This personalised approach ensures that every strategy we introduce is aligned with your individual needs. Whether you’re a seasoned investor or taking your first steps in the financial world, our commitment is to design a portfolio that not only meets but exceeds your expectations.

Maximising Returns with Property Bond Investments

Property Bonds at Oakmount and Partners blend high yield with security, appealing to diverse investors. These bonds, backed by tangible assets through a legal debenture, provide a solid safety net. Focusing on specific development sites with clear exit strategies, they offer advantages like asset-backed security, higher potential yields, medium-term investment suitability, direct property market exposure without management hassles, tax efficiency in ISAs, and inflation hedging.

Our Stats

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IMPORTANT INFORMATION

This website is exempt from the general restriction (in section 21 of the Financial Services and Markets Act 2000) on the communication of invitations or inducements to engage in investment activity on the grounds that it is made solely to certified or self-certified sophisticated investors, certified high net worth individuals and investment professionals. These investments are high risk and illiquid, your capital is at risk and returns are not guaranteed. Bonds are not protected by the Financial Services Compensation Scheme (FSCS). If you are unsure of your categorisation or have doubts about whether to invest in our products, please consult an authorised person specialising in advising on investments of this kind.

Definitions of each categories

By pressing Confirm, this will have the same effect as if you had signed such a statement in writing.

If you don’t meet any of the criteria below, then you must STOP and leave this site.

You can find definitions of each category below.

To be considered a self-certified sophisticated investor, an individual must certify that at least one of the following applies:

They are a member of a network or syndicate of business angels and have been so for at least six months.

They have made more than one investment in an unlisted company in the two years prior.

They work or have worked in the two years prior in a professional capacity in the private equity sector or in the provision of finance for small and medium enterprises.

They are currently or have been in the two years prior, a director of a company with an annual turnover of at least £1 million.

A) Works in the Financial Sector , specifically private equity OR B) Been the director of a company with an annual turnover of at least £1 million, in the last two years OR C) or made more than one investment in an unlisted company in the previous two years.
A HNW Investor has an annual income in excess of £100K or. have net assets in excess of £250K beyond your pension fund assets and your private residence.