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 Services, we believe in being with our clients for life and helping them to understand every part of their 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.

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 that 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 are 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 Services

Defined Benefit Pension Scheme Options

Defined Benefit Pension Scheme Options

Pension arrangements generally allow members to transfer their pension benefits from one arrangement to another. The transfer rules depend on the arrangement you are transferring from and the arrangement you are transferring to.     Types of Pension Benefits that...

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10 Tips to Invest Better

10 Tips to Invest Better

Looking to invest but need some guidance? It can seem like a complicated thing to get into, but you don't need to be an expert or even be rich to invest! You just need a decent understanding of how it works. Here are 10 tips to invest better.   1. Know Why You...

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Getting Mortgage Ready as a First Time Buyer

Getting Mortgage Ready as a First Time Buyer

Buying your first home can be a very daunting yet exciting experience. It may very well be the biggest transaction you ever make in your life, so you need to be certain when making this huge financial decision. If you're a first time buyer, there are some things that...

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