Your Money,
Your Future,
Your Personal Plan

It’s never too early (or too late) to take control of your money and your future.

At Oaktree Financial, we believe in being with our customers for life and helping you to understand every part of your financial planning journey.

Financial Planning

Plan your financial future with the whole of the Oaktree Team on your side.

Savings and Investments

Invest more wisely to ensure your money works harder for you.

Pension Planning

Ensure you are planning for your future, today.

Income Protection

(Accident or Ill Health)
Protect your income in uncertain times.

Mortgages

Begin or continue your journey on the property ladder.

Life Insurance & Mortgage Cover

Support and provide for your loved ones in the event of your death.

Our ethos is simple.
Trusted, timely and simple planning for your financial future.

No matter what your situation is, we can help you with trusted, jargon-free advice to ease your concerns around your money and your future.

One team to take care of all your needs, for life.

Our down-to-earth approach to financial planning is to make the most out of what you have by making your money work harder for you with straightforward advice and trusted action.

There are no silly questions.

Financial planning can be intimidating and we understand this is a new experience with new jargon to get your head around. We believe there are no silly questions and want to ensure you’re up to speed with everything we discuss. We give you straightforward advice to help guide you along your journey.

Let’s talk money.

We only get paid when you are 100% happy with what we are planning together. We’re completely upfront about how we get paid and we take everything one step at a time.

Take control of your financial future with Financial Planning from Oaktree Financial.

It’s Never Too Early To Start Planning Your Pension

It’s Never Too Early To Start Planning Your Pension

Think you don’t need to consider a pension at 30? Think Again!   The Early Bird... There are choices you make in life that will have a huge impact on your future. Starting a pension for your retirement (yes it’s a long way away) is one of those choices because...

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Benefits of Life Insurance

Benefits of Life Insurance

Choosing the right life insurance cover for you and those closest to you is essential. It will provide many great benefits, not least peace of mind that should something happen to you, your family will be protected financially. Future Planning As you age and your...

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The Smart Move for Cohabiting Couples

The Smart Move for Cohabiting Couples

Did you know that generally only married couples and registered civil partners are exempt from inheritance tax? This means if you are living with your partner and are not married to them, or in a registered civil partnership, you may have to pay inheritance tax, even...

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