Oaktree Financial Services is proud to announce that we have been awarded the Business All-Star Best in Class Financial Services Company 2026 accreditation by the All-Ireland Business Foundation (AIBF)!
This marks our fifth consecutive year receiving the accreditation, recognising our ongoing commitment to professionalism, integrity, client service, and financial expertise.
A Milestone Achievement
As an independent broker working with many of Ireland’s leading financial institutions, our focus has always been on providing impartial advice tailored to each client’s individual circumstances and goals.
Over the years, we have helped individuals, families, and business owners navigate important financial decisions, from pensions and retirement planning to investments, protection, mortgages, and wealth management.
Receiving this accreditation for a fifth consecutive year reflects the dedication of our team and the trust our clients place in us every day.
Recognition From The All-Ireland Business Foundation
The AIBF Adjudication Panel recognised Oaktree Financial Services for its client-centred approach, professional expertise, trustworthiness, and consistent commitment to delivering positive outcomes for clients.
The accreditation process is comprehensive and includes an independent assessment of a company’s reputation, performance, customer experience, and operational standards.
Businesses are evaluated through a rigorous process that includes interviews, customer experience reviews, and detailed assessments against established performance metrics.
A Word From Adrian Godwin
Commenting on the achievement, Adrian Godwin, Founder and Managing Director of Oaktree Financial Services, said:
“We’re honoured to be recognised as Best in Class for a fifth year. From the beginning, our aim has been simple: to give people clear, honest advice and to ease the worry that so often surrounds money.
This accreditation reflects the dedication of our whole team and the trust our clients place in us, and it means a great deal to everyone here in Fermoy.”
Looking Ahead
While we are incredibly proud of this achievement, our focus remains firmly on helping our clients make confident financial decisions and build greater financial security for the future.
We would like to thank our clients, team members, and business partners for their continued support and trust. This recognition would not be possible without them.
As we celebrate this milestone, we remain committed to delivering the high standard of service, advice, and support that has helped Oaktree Financial Services earn this recognition for five consecutive years.
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.
