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

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

Pension Planning

Ensure that you are planning for your future by securing a comfortable retirement income.

Income Protection

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


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.

What You Need to Know About Self-Build Mortgages

What You Need to Know About Self-Build Mortgages

A self-build mortgage is a mortgage for people who want to build their own home exactly how they want it and where they want it. There are many similarities between self-build mortgages and regular mortgages, but there are some slight differences to consider. The...

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Understanding Investor Behaviour

Understanding Investor Behaviour

When it comes to money and investing, we are not always as rational as we think we are. Consequently, there is a whole field of study that explains our sometimes ‘strange’ behaviour. During the investment process, investors often experience the ‘roller coaster of...

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Why use a Financial Broker over a Bank or Credit Union?

Why use a Financial Broker over a Bank or Credit Union?

A large percentage of people head straight to a bank or a credit union (as more credit unions start offering “financial services”) when they want advice on the following products: Investments or Savings Pensions Life Insurance Serious Illness Cover Mortgages Income...

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