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.

Understanding Investment Risk Profiling

Understanding Investment Risk Profiling

The Importance Of Investment Risk Profiling Making sure the level of risk is the right fit for an investor is a key component in any wealth management strategy. Why does it matter? Risk and return go hand in hand, so it goes without saying that this is the starting...

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Post-Retirement Options

Post-Retirement Options

When you reach retirement, you have an important financial decision to make regarding your pension fund and how it could be best used to meet you and your family’s needs in the future. Two of the most important factors you should consider are the way in which you wish...

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Personal Retirement Bond (PRB)

Personal Retirement Bond (PRB)

Personal Retirement Bond / Buy Out Bond These days, jobs are often no longer for life which means that most clients have pensions from previous jobs scattered around which they do not have a full handle on, with most being left idle without proper management. These...

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