Investment Broker Expert Award
Oaktree Financial Services is excited to be shortlisted for the Investment Expert Broker 2024 Category at the 2024 Broker Expert Awards for the 3rd year in a row. We are honoured to have won this title in 2023 and hope to make it another win this year.
This year’s awards luncheon will be held in the Round Room at the Mansion House on Thursday, 7th November 2024.
It would be a tremendous honour for Oaktree Financial Services to take home the award again! Best of luck to all the other shortlisted broker firms!
Broker Expert Awards 2024
Brokers Ireland’s Broker Expert Awards seek to highlight outstanding excellence by recognizing insurance and financial brokers who demonstrate the highest standards of professionalism, innovation, performance, and client service.
These esteemed awards honor the efforts, contributions, accomplishments, and successes of the Irish broker community.
Who We Are
Oaktree Financial Services takes pride in its practical approach to financial planning, empowering customers to maximize their resources.
With offices in Cork and Dublin, Oaktree’s qualified financial advisors offer expert guidance on retirement planning, wealth management, mortgage advice, and all aspects of finance to help clients reach their financial goals.
As a leading provider of financial services, Oaktree is dedicated to helping clients attain financial freedom. With a team of experienced professionals and a commitment to innovation, we strive to make a difference. For more information, visit www.oaktreefinancial.ie.
If you would like to see how we can help you, please call us on 025-30588 or book a complimentary chat here. We are always happy to help whether it is in our office, via zoom or over the phone.
Adrian Godwin is a Senior Financial Consultant and the co-founder and managing director of Oaktree Financial Services. With a background in accounting and tax advising, Adrian specialises in estate planning and wealth management.Adrian offers clients reassurance through best practice solutions. His unique skill set and qualifications enable clients to develop comprehensive life plans that align with their goals.
