Oaktree Wealth Management

Initial consultation free
Independent financial adviser
Local, friendly and unbiased Independent Financial Planning service on all aspects of Pensions, Investments and Protection.

We can advise you on

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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

Contact us

29 Centaury Gardens, Horton Heath, Eastleigh, SO50 7NY

Compliance 

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.

Our Services:
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
personal circumstances.

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

Legal information

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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 .

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