At Oaktree Wealth Management, we pride ourselves on our friendly and approachable nature. We are a family run business providing practical Independent financial planning advice to people, families and businesses in Winchester, Eastleigh and the surrounding areas.
We are also authorised and regulated by the Financial Conduct Authority (FCA) giving you peace of mind that the work we do is in line with the industry standards required to ensure we deliver a ‘best practice’ approach at all times.
We appreciate that there are times in life when you are faced with making big financial decisions that have a lasting impact on your life and those around you; at these times we will give you the advice you need to help simplify those complex financial decisions allowing peace of mind.
Whatever your situation, we will guide you through all the options available and help provide a clear route map on how to achieve your goals and aspirations in life.
We will also review things regularly to make sure you stay on track to meet your goals.
We build our business on referrals so it is in our best interest to give you the best experience possible and our reviews are testament to the service we have provided to others like yourself.
As we are 'Independent' we are not tied to any particular Providers or Products, this means that the advice we provide is completely unbiased, allowing us to recommend the most suitable solutions to meet your needs.
Oaktree Wealth Management is a trading style of Ben Thorpe Financial Services Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA).
The FCA regulates financial services in the UK and you can check our authorisation and permitted activities on the Financial Services Register by visiting the FCA’s website <url hidden>
Our Financial Services Register number is 843556.
Inheritance Tax Planning, Offshore Investments and some forms of School fees planning and estate planning is not regulated by the Financial Conduct Authority.
We provide independent investment advice. We will consider a range of regulated products from the available market that can meet the investment objectives of a retail client but we will only provide a recommendation to you when we know the product is suitable for your
You should be aware that investments carry varying degrees of risk and as their underlying value can fall as well as rise you may not get back the full amount invested.
For Non-investment protection contracts we are an intermediary and will act on your behalf when providing advice and making our
29 Centaury Gardens, Horton Heath, Eastleigh, SO50 7NY
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