Oaktree Named All-Star Financial Services Team 2022

Oaktree Named All-Star Financial Services Team 2022

Here at Oaktree Financial Services Ltd we are delighted to announce we have been named All-Star Financial Services Team 2022 by the All-Ireland Business Foundation! This award represents the culmination of many months of hard work by our team and we’d like to thank...
ESG Investing

ESG Investing

ESG investing or Environmental, Social & Governance investing is essentially socially responsible investing. It refers to investments that prioritise optimal environmental, social and governance factors. Many people today want to invest in funds that have a...
A Guide to Group Pensions & Risk Benefits

A Guide to Group Pensions & Risk Benefits

 A Group Pension Plan is a pension provided by an employer for its employees. It is a tax-efficient way to help employers ensure that their employees are financially secure in retirement.  Oaktree Financial Services Ltd can explain the differences between the...
Pensions for the Self-Employed

Pensions for the Self-Employed

If you are a self-employed individual, it is important to know that there is a difference when it comes to pension planning as a sole trader vs if you are trading as part of a limited company. Typically, a Personal Pension is the better option for a sole trader. If...

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