Plan Today, Relax Tomorrow
GUIDING YOU TO FINANCIAL FREEDOM
Your local Independent Financial Advisers, helping people achieve ‘financial freedom’ for over 20 years.
With a wealth of experience and a proven track record; a ‘Vouched For Top Rated Adviser’ firm for 5 years running (as featured in The Times).
At Oaktree Wealth Management you can rest assured that your financial well-being is in safe hands.
financial planning
TAILORED TO YOU
Whether you are nearing retirement, looking to get your finances in order, investing for the future or something else, Financial Planning is a very personal matter. No two people have identical circumstances, ambitions and needs. What’s more, needs often change over time and everyone’s financial situation is different.
The advice we give you is also unique and individually tailored to suit your particular needs.
Independent & Unbiased Advice
Advocates of Excellence
in Service Standards
20+ Years Industry Experience
Authorised & Regulated Advice
with FSCS Protection
What People Say
How we can Help
We will help shape a secure retirement by developing a personalised financial plan that shows you how you can achieve your goals and answers some of those big questions such as “have I got enough?”.
Our commitment to you doesn’t end with the initial plan. We aim to build long-lasting relationships of trust with our clients and provide ongoing support, monitoring, and regular reviews to ensure your retirement strategy remains aligned with your evolving needs and goals.
Talk to an Adviser now 01962 89 66 22 or email us at enquiry@otwm.co.uk or simply complete our contact form below and we will be in touch.
Our clients come from all over Hampshire and the Home Counties and locally around the Winchester, Southampton, Eastleigh areas.
Secure your FINANCIAL FUTURE
Become our next success story
Send us a message and start your journey to financial freedom today.
