Oaktree Wealth Management
Local, friendly and unbiased Independent Financial Planning service on all aspects of Pensions, Investments and Protection.
We can advise you on
Pensions & divorce
Pensions & retirement planning
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Savings for children
School fees planning
Accident & sickness
Income protection insurance
Capital gains tax
Last authorised 1st March 2021
Meet our advisers
MR Ben Thorpe DipPFS
Independent Financial Planner
Qualifications & Accreditations
AF3 - Pension Planning (CII)
This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.
Dip PFS - Personal Finance Society Diploma (PFS)
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
What our clients say
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 able to make the correct decision for a pension plan to suit my requirements for my retirement years to come. His advise has been invaluable to me and I would have no hesitation in recommending Ben. Because of Bens continuing support I have retired with a pension income that exceeded my expectations.
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 understand Stocks and shares but he simplified it for me and help set up a long term plan.
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 of my life. What to do with the pension pots that have accumulated throughout my life. This decision not only affected me but my family as well. Having searched for a local financial adviser I sent an e-mail, got a very quick response and made an appointment. From that moment and after the first meeting with Ben I was more at ease. Ben went through everything that he needed to know to determine what would be the best financial plan to meet my needs. Every step of the process from start to finish was explained to me very expertly so I knew what was happening to my pension pots, all my worries had gone away. Having been on the verge of sending everything back to the pension providers and going with what they offered, I now know that would have been a bad decision. Contacting them was the best decision I had ever made.
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.
Where to find us
Head office address: 29 Centaury Gardens, Horton Heath, Eastleigh, SO50 7NY
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
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Online (Live chat, video, email)
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