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FAQ-Financial-advisor

July 18, 2023

Oaktree Wealth Management

enquiry@otwm.co.uk

01962 89 66 22

Oaktree Wealth Management is a trading style of Ben Thorpe Financial Services Ltd is registered in England and Wales no. 11521416. Registered office, 29 Centaury Gardens, Horton Heath, Eastleigh, SO50 7NY.
Authorised and regulated by the Financial Conduct Authority. Ben Thorpe Financial Services Ltd is entered on the Financial Services Register https://register.fca.org.uk/ under reference 843556 If you wish to register a complaint, please call 01962 896622, write to us at the address above or email us at enquiry@otwm.co.uk.

A summary of our internal procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.

The information contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.
© Copyright 2019 Oaktree Wealth Management. All rights reserved.

FAQ-Financial-advisor

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