Oaktree Wealth Management
Local, friendly and unbiased Independent Financial Planning service specialising in advising those who are planning for and approaching retirement.
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 17th February 2020
Meet our advisers
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
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 to Unity Wealth Management, 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 Unity Wealth Management was the best decision I had ever made.
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.
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.
We deliver a fully Independent Financial Planning service specialising in advising those who are planning for and approaching retirement.
If you are approaching retirement this is a really important time of your life and it is understandable that you might be worried about making the wrong decision which may affect you financially for the rest of your life.
We will help guide you through all the options available to you and with clear, unbiased advice will help create a retirement plan that is focussed on your personal needs and objectives.
With a wealth of experience in pensions and the retirement market we will give you peace of mind at possibly the most crucial point of your pension planning journey when you are faced with one of the biggest financial decisions of your life.
We will do this by providing a clear route map on how to achieve your goals and aspirations in life without fear of running out of money!
You'll find our service friendly, open and honest. We build our business on referrals so it is in our best interest to give you the best experience possible,
We are fully qualified to the current FCA standards and with further 'Pension Transfer Specialist' qualifications can also advise on the more technical aspects of pension planning such as Defined Benefit (Final Salary) Pensions.
Where to find us
29 Centaury Gardens, Horton Heath, Eastleigh, SO50 7NY
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
Choose an Unbiased exclusive special offer:
Face to face