We’re thrilled to announce that Oaktree Financial Services has achieved its third Business All-Star Accreditation from the All-Ireland Business Foundation. In addition, we’ve been honoured with the title of All-Star Financial Services Team 2024.
At Oaktree, we’re deeply committed to providing the highest standards of customer care and service excellence. This dedication has created a culture of excellence within our team.
Our ethos revolves around actively engaging in the financial well-being of each of our clients, offering expert advice and guidance on a wide range of financial matters, including pensions, mortgages, savings, and investments.
Reacting to the news of the achievement Oaktree Founder Adrian Godwin said:
“We are immensely grateful to the All-Ireland Business Foundation for honouring Oaktree with our third Business All-Star Accreditation, along with the prestigious title of All-Star Financial Services Team 2024. This recognition is a testament to our unwavering commitment to customer care and service excellence, values that are deeply ingrained in the Oaktree ethos. I extend my heartfelt thanks to our dedicated team whose hard work and dedication have made this achievement possible. We are proud to play an active role in the financial lives of our clients, providing expert guidance and support across various aspects of finance. This acknowledgement by the AIBF inspires us to continue striving for excellence in trust, performance, and customer-centricity.”
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’s outstanding performance during its audit for Business All-Star accreditation. The result of the audit saw the company being honoured with Business All-Star Financial Services Team Of The Year 2024 accreditation. This is the company’s third consecutive year being named a Business All-Star, a remarkable achievement, Oaktree now joins an Elite group who have done the hat trick. Oaktree Financial Services has consistently distinguished itself as a beacon of professionalism, expertise, and integrity in the financial services arena. With a team of highly skilled professionals who possess a deep understanding of the intricacies of the financial landscape, Oaktree Financial Services has been able to provide comprehensive and tailored financial solutions to meet the diverse needs and goals of their clients.”
Managing Director of the All-Ireland Business Foundation, Kapil Khanna, said:
The accreditation, which is now held by over 650 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.”
About The All-Ireland Business Foundation
The All-Ireland Business Foundation is an autonomous national accreditation body tasked with enterprise development and the promotion of Best-in-Class Irish businesses.
As the accreditation body for the Business All-Star mark, the AIBF recognises Best-In-Class Irish businesses. Companies that merit recognition based on an independent audit of their performance, reputation, and customer-centricity.
Business All-Star Accreditation Is The Nation’s Symbol Of Trust. Currently, there are over 650 companies that are accredited by AIBF. Since 2014, over 5000 companies have participated in our programs.
The AIBF also hosts the annual All-Ireland Summit and monthly gatherings to promote peer learning and collaboration among its accredited companies. For more information please visit www.aibf.ie
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.
