OakTree Financial Services offers a first-class service

Friendly, competent financial advice backed by an experienced team qualified in pensions, savings and investments. OakTree Financial Services offers a first-class service and I have successfully switched my occupational pension to a private one with lower fund charges and fees with an equivalent or better risk/ return profile. I also took advantage of their advice in tax planning and asset management. The whole experience has been a pleasure. Strongly recommend.