Business All-Star Financial Services Team Of The Year 2023-24
We are delighted to have been named Business All-Star Financial Services Team Of The Year 2023-24 by the All-Ireland Business Foundation.
Our ethos involves taking an active role in the financial lives of each of their clients, delivering expert advice and guidance on everything from pensions, to mortgages, savings and investments.
Our company was founded by Adrian Godwin, whose dedication to the highest standards of customer-care and service has permeated through the company to create a culture of excellence in the Oaktree team.
It is this dedication to customer-centricity as well as Oaktree’s conduct in the areas of trust and performance that has been acknowledged by the All-Ireland Business Foundation.
Oaktree have achieved Business All-Star Accreditation and have been recognised with the title of Business All-Star Financial Services Team 2023 by the AIBF.
Reacting to the news of his company’s achievement Oaktree Founder Adrian Godwin said:
“On behalf of the team at Oaktree Financial Services I am proud to accept Business All-Star Accreditation and the title of Business All-Star Financial Services Team Of The Year 2023-24 by the AIBF. This prestigious accolade acknowledges our commitment to the very highest standards in delivering expert financial advice and guidance to our valued clients. We look forward to working alongside the All-Ireland Business Foundation in the next chapter of our journey”.
Announcing the news of Oaktree’s achievement, Deputy Chair of AIBF’s Adjudication Board, Kieran Ring, said:
“I am delighted to recognise Oaktree Financial Services outstanding performance during its audit for Business All-Star accreditation. The result of the audit saw the company being accredited with Business All-Star financial services team of the year 2023-24 accreditation. This accreditation recognises Oaktree Financial Services conduct in the areas of trust, commitment, performance & customer centricity. Oaktree Financial Services are hereby included in the AIBF register of Irish business excellence”.
Managing Director of the All-Ireland Business Foundation, Kapil Khanna, said the accreditation, which is now held by over 500 firms, is needed by the thousands of small and medium businesses which operate to their own standards but have nothing to measure them by.
He said: “We evaluate a company’s background, trustworthiness and performance, and we speak to customers, employees and vendors. We also anonymously approach the company as a customer and report back on the experience. The business goes through at least two interviews and is scored on every part of the process against set metrics.”
The All-Ireland Business Foundation (AIBF) is an autonomous national accreditation body tasked with enterprise development and the promotion of Best-in-Class in Irish business.
The Foundation actively engages and supports its network through peer dialogue, collaboration, mentoring and enterprise development activities. Companies are qualified for accreditation by completing an enterprise audit and are identified by their use of the AIBF’s Business All-Star Marque.
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.
