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.
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.
Defined Contribution Pension Schemes are a type of Occupational Pension Scheme. Under a defined contribution scheme, you and your employer together contribute to build up a Retirement Account for you. This Retirement Account should grow over the course of your working...
In this week's blog, we outline Retirement Annuity Contracts – or as they are more commonly known, Personal Pensions. As we edge closer to the tax filing deadline, contributions to this scheme are used by many to reduce their tax liabilities. Similar to last week’s...
And so Pension Season sets in for another year! The annual season where those who are self-employed have to think about paying their tax and seek ways to reduce it by paying into a pension, and the employed worry if they have enough in their pensions! Over the coming...