Our Awards
We are a family run business that understand all clients financial worries. Our goal is to help them achieve Financial Health and Wellness.
At Oaktree Financial, our philosophy is simple.
We are with you for life.
The awards we’ve received are not just about us – they represent the results we achieve for our clients. From financial planning to investment advice, this recognition reflects our focus on delivering clear guidance, strong outcomes, and a consistently high level of service.
AIBF Cork Enterprise of the Year 2025
Recognised by the All-Ireland Business Foundation, this award highlights our contribution to business excellence in Cork.
AIBF Financial Services Team of the Year (2022, 2023, 2024)
Awarded over multiple years, this recognition reflects our consistent performance, client focus, and high standards within the financial services industry.
AIBF Business Partners of the Year 2025
Awarded to Adrian Godwin and Tracy Sumstad, this honour reflects our leadership, partnership, and contribution to the financial services sector.
Investments Broker Expert of the Year 2023 (Broker Expert Awards)
Recognising expertise and professionalism in investment advice, this award highlights Oaktree’s commitment to delivering informed and effective financial solutions.
Cork Digital Marketing Awards Winner 2023
Awarded for excellence in digital marketing, recognising innovation and effectiveness in building a strong online presence and engaging with clients.
Business All-Star Best In Class Financial Services Company (5 Years in a Row)
Awarded by the All-Ireland Business Foundation, this recognition highlights our consistent performance at the highest level, achieving best-in-class status for five consecutive years.
See Our Awards
All-Star Financial Services Team Of The Year
Business All-Star Award
Oaktree Awards
Oaktree AIBF Award
Financial Advisors in Cork, Dublin & Ireland
Book a chat today to discuss your life insurance and mortgage cover plans.
Our Blog
Starting to Invest in Your 20s, 30s or 40s
Is It Ever Too Late? One of the most common questions people ask is: "Have I left it too late to start investing?" The simple answer is no. While starting earlier gives your investments more time to grow, it's never too late to begin building wealth. Whether you're in...
How Much Income Will You Really Need In Retirement?
Are You Asking The Right Questions? When people think about retirement, one question usually comes to mind: "How much do I need in my pension?" It's an important question, but might not be the most useful one. A better place to start is to ask: "How much income will I...
The Importance of Serious Illness Cover
Could Your Finances Cope with the Unexpected? When people think about financial planning, the focus is often on building wealth, saving for the future or protecting their income. However, one area that's often overlooked is protecting yourself financially if life...
Book a complimentary chat with one our expert advisors to begin your financial planning journey with Oaktree.
Registered in Ireland. Company Registration Number: 485462
Oaktree Financial Services Limited t/a Oaktree Financial Services/Oaktree Mortgage Services is regulated by the Central Bank of Ireland under C65992.
CONTACT:
PHONE (LOCAL): 025 30588
EMAIL: info@oaktreefinancial.ie
ADDRESS – FERMOY:
Oaktree Financial Services Ltd.,
10 Pearse Square,
Fermoy, Co. Cork, P61 HF67
PHONE: 025 30588
ADDRESS – DUBLIN:
Oaktree Financial Services Ltd.,
50-56 Merrion Road,
Dublin 4, D04V4K3
PHONE: 01 9020610
