How we help with


“As business owners we understand your needs”

Running a business requires constant attention to your financial well-being. As a business owner, you bear the responsibility for everything, from talent management to tax obligations. This leaves little time for crucial long-term planning and financial management, which are integral to business success.

As business owners ourselves, we understand the challenges faced by busy owner-managers. We aim to provide you with a fresh perspective by examining your business through the lens of your personal goals and broader financial plans. By doing so, we help you approach areas of concern with renewed focus and clarity.

What sets us apart is our dedication to putting the focus back on what matters most to you. We begin by asking significant questions that delve into the core of your business aspirations. Why did you start this business? What are your objectives? What do you envision for the future? By exploring these fundamental aspects, we can assist you in finding solutions to the challenges that led you to seek our guidance. Whether it’s retirement planning or investment strategies, we offer personalised advice tailored to your needs.

We firmly believe that by addressing your business concerns within the context of your overall life plan, we can help you sharpen your focus and discover solutions that align with both your business and personal goals. Our aim is to provide you with comprehensive guidance that enables you to achieve success on multiple fronts.

Aspects we can help with are;

  • Financial Planning
    Making surplus cash holdings work harder for you
    Tax efficient profit extraction
  • Business Protection;
    Income Protection
    Life & Critical Illness Cover
    Shareholder Protection / Keyperson Protection
  • Pension Planning
    Setting up Pensions
    Pension contributions
    Pension consolidation

Lifetime Cashflow Planning;

A key part of the planning process centres around Lifetime Cashflow Planning which helps us plan and adapt to real life events, before, during and after they happen.

We use interactive Cashflow Forecast software that allows us to help you visualise your financial future, test different scenarios and instantly understand the impact of key decisions on life events along the way.

At Oaktree Wealth Management we produce a bespoke forecast for our clients to help project the values and sustainability of your finances when taking account of your expenditure needs and assumptions around different factors such as inflation, investment returns and age at death.

If you have investable assets of £100k+, contact us for a free personalised demonstration of our Lifetime Cashflow Planning analysis.

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.
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.

Oaktree Wealth Management

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 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

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 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.