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

54
£50k+
£50k+
£0+
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...

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.

Any decision to transact business is made by you on the basis of your own enquiries.

To check that an adviser is regulated, you can contact the relevant regulatory or professional body .

Access to and use of this online directory is subject to unbiased.co.uk website terms and conditions and privacy policy .