Testimonials

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I have been a client of Adrian in Oaktree Financial Services for the past three years, and I cannot speak highly enough about the support and guidance I have received. My investment journey has been transformative, and I attribute much of my success to the outstanding guidance I received from Adrian. From the very first consultation, he demonstrated a deep understanding of my financial goals and personalised their services to meet my unique needs.

Their expertise in investment strategies and market analysis has significantly enhanced my investment portfolio, providing me with both security and growth. They are always available to answer my questions and offer insightful advice, making me feel confident in my financial decisions.

What I appreciate most is their transparent communication and ethical approach to investing. I feel that my financial wellbeing is their top priority, and this trust has made a substantial difference in my experience.

Adrian is always available to answer questions, provide updates, and offer valuable insights into market trends. His thorough understanding of the financial landscape and ability to communicate complex concepts in an easy-to-understand manner has made all the difference for me as an investor.

Adrian took the time to explain every investment option available to me, outlining the risks and potential returns in a way that was easy to understand. The regular updates and check-ins have kept me informed and reassured, making me feel like a valued partner in my investment journey.

Thanks to Oaktree Financial Services, I have seen significant growth in my investments, and I feel more secure about my financial planning.

I wholeheartedly recommend Oaktree Financial Services to anyone looking for reliable and professional financial guidance. They truly go above and beyond for their clients!

Investment Testimonal – Colette

I am a customer of Oaktree Financial Services, Fermoy. Earlier this year I contacted the company to help me with a lump sum investment. I found their advice to be clear, professional and ethical.

Over a number of meetings a variety of options were presented to me. I had a list of queries which were all handled impeccably. The levels of risk, possible outcomes, tax implications etc. were all laid out transparently.

I have absolutely no hesitation in recommending Oaktree and will be using them again in the future.

Investment Testimonal – N O’Riordan

My name is Peadar, and I am a very happy customer of Oaktree Financial Services Limited and I am very grateful to be provide this testimonial to demonstrate the trust, respect and gratitude of Oaktree.

In the summer of 2024, I left my employment of 24 years to work with another company. By doing so, I now had a 24-year pension that I was content to leave where it was within the control of my former employer’s pension fund.

Within my new role I needed to create a new pension to ensure I would continue with an investment for my future life, beyond retirement.

I found myself in need of having to learn about pensions. It was not a safe place of knowledge for me, so I needed to find qualified support. I asked my new employer if there was a company they were affiliated with and to my very good fortune there was, and it was Oaktree in Fermoy.

I set up a meeting with Oaktree and my education began. True to the company name and culture, my education grew, and it was one of the most rewarding and enlightening journeys.

I was so fortunate to meet with Tracy. The knowledge and ability to educate that exudes from Tracy is amazing. Tracy and her team allowed me as much time as I needed to ensure I could absorb all the learning needed for me to make sound and trustworthy decisions on my pension. I have learned so much and the comfort of knowing how I can now safely ensure mine and my families financial future is invaluable. This will reward me all through my future life.

My education sparked many a challenging task to Tracy as I decided to move my previous company pension to another investment company and with that, I had many meetings either through face-to-face or on-line Teams meetings so I could learn and make the safe and sure decisions on my pension.

All these meetings were always met with a very cheerful and smiling face. Tracy was brilliant through all our meetings. Tracy is always so professional in her knowledge but also so warm and supportive in ensuring you are afforded the best possible information to allow you to come to a happy and comforting solution to how you want to mange your funds/pension. It was brilliant to receive such attention and it help my wife and I to put ourselves in a very safe and financial position that we can move forward into our future retirement with great financial security guaranteed. For that, we are so thankful to Tracy and Oaktree.

Knowing Oaktree work to the highest standard and accreditation affords me the comfort of recommending Oaktree to friends and family.

I have recommended Oaktree to many of my friends and colleagues as I know Oaktree are a safe and trustworthy advisor on all things pension related. The high level of ethical standards that Oaktree work to is truly impressive to observe. The level of professionalism and caring afforded to my wife and I when meeting with Tracy is of the highest standard.

I will remain a lifelong customer of Oaktree as I know my future pension is safely invested. For that I am so grateful to Oaktree.

Pension Testimonal – Peadar

I approached Oaktree for their services to advise me on planning financial security in retirement. We have had several meetings which have served a number of different purposes including retirement expectations and longer term estate planning. This was achieved in a very professional manner, while at the same time putting me totally at ease. Oaktree made me feel like I was the most important person they dealt with and the astute advice they provided has already lead to significant savings. They explained everything thoroughly and never felt uncomfortable asking questions or expressing an opinion. It was refreshing to work with an advisor who is truly interested in their client’s needs and circumstances. Oaktree took the time to know who I was and where I was at. They are professional, ethical and caring. I gladly provide this testimonial to demonstrate the trust and respect they deserve. I cant recommend their services enough for anybody who wants to work with true professionals that will deliver ethical solutions and results.

Brokers Ireland Investmnet Award Testominal – P O’Donnell

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