
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
helped
66
Minimum
pension value
pension value
£50k+
Minimum
wealth
wealth
£50k+
Minimum
mortgage value
mortgage value
£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 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.
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 understand Stocks and shares but he simplified it for me and help set up a long term plan.
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 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.
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