Oaktree Wealth Management

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

Tel 01962 896622
   Open today 09:00 - 18:00

Business overview

Helping Cultivate Your Wealth & Financial Freedom

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 provide advice across a wide range of services including pensions, investments, savings and protection. We are committed to putting our clients at the heart of everything we do and to developing long-term relationships. This is achieved by ensuring that we understand the individual needs of each client, implementing tailored financial plans to address those needs.

If you are looking to retire and need help with your pensions to know the best option to choose, or you may have inherited a lump sum or are saving for a nest egg; we will guide you through all the options available, providing a clear route map on how to achieve your goals and aspirations in life without fear of running out of money.

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.

We are also authorised and regulated by the Financial Conduct Authority (FCA) which should give 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.

Products & Services

Child Trust Funds

FCA Regulated

Financial Planning

Income Protection Insurance

Independent Financial Advisers

Financial Consultants

Investments

Life Assurance and Pension Companies

Life Insurance

Pensions

Tax Planning

Retirement Planning

Annuities

Inheritance Planning

Credentials

Associations

  • FCA
  • Personal Finance Society

Qualifications

  • Financial Planning, Diploma (Chartered Insurance Institute)

Reviews

Oaktree Wealth Management advice, helped me plan for my future retirement with confidence.

5
Oaktree Wealth Management really helped me plan my retirement. I found things rather confusing and Ben, my Advisor, helped simplify my options so I could make informed choices. I found Ben very approachable and was able to talk through my finances with confidence in his knowledge and understanding. In my dealings with Oaktree I have found them to be very professional yet with a caring touch, which is quite rare these days.
David
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Great service- would recommend to family and friends

5
I struggled to understand all the minutes of details of my pensions, I had so many from various employers over the years.
Oaktree Made everything so simple, putting all the little pensions together and making it more manageable.
Their clear and straightforward approach gave me confidence that I was in safe hands.
What I liked most was that they were not pushy and gave me space to decide what’s best for me. With all the different options this can be a mind field, but it was made so easy, even I could understand it!
I would thoroughly recommend them to anyone who needs advice.
Val
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