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.

Please enable JavaScript in your browser to complete this form.
Name
Your Asset Value Estimate
How Can We Help?
General Data Protection Notice Regulations (GDPR) Notice; Before you supply any personal details to us via the contact us page on this website, please read our Customer Privacy Notice which can be found on our F&Q page. This notice sets out how we will process your personal data in line with GDPR. Please tick the box below to confirm you have read the Privacy Notice. We will not use the details you provide us in the contact page to market to you.