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.

Common Questions Answered

Common Questions Answered

The following are 5 common questions we receive on a frequent basis. We will always answer questions directly, but we created anonymous variations of these 5 common questions as it may benefit many more of our readers. Feel free to send any questions to...

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Financial Tips For Couples

Financial Tips For Couples

With Valentine's day approaching, we decided to give some financial tips for people in a relationship. Most couples don’t need a couples counsellor, they need a financial advisor. Couples who work together on their financial plan tend to have healthier and stronger...

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Financial Tips For Your 20s

Financial Tips For Your 20s

If you are in your 20s, time is on your side. But that does not mean you should put off planning your finances for a few more years. The earlier you start developing good habits, the better off you will be when you are older and have a lot more financial...

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