Oaktree Wealth Management
Initial consultation free
Independent
Local, friendly and unbiased Independent Financial Planning service on all aspects of Pensions, Investments and Protection.
We can advise you on
Clients
helped
58helped
Minimum
pension value
£50k+pension value
Minimum
wealth
£50k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
MR Ben Thorpe DipPFS
Independent Financial Planner
What our clients say
j
Janet
I required financial advise on the options available to me for my pension investments. Ben was extremely helpful explaining all the options available to me and without his help I would not have been...
m
Mick
Having gone through life working hard and looking forward to the day I retire, it soon arrives and I have to make the biggest financial decision that I have ever made that will last me for the rest...
a
Anne
My pension became available, with a lump sum and I had a further lump sum when my husband died. Ben talked me through available options and assessed how much risk I was prepared to accept. I don't...
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