About OakTree Financial Services
Here at OakTree FS we believe financial advice is the start of an exciting adventure, helping you reach your goals and dreams – whether that be personal or professional!
We are a new breed of modern professional advisors, meeting clients face to face at their homes, places of work or even Starbucks.
We develop meaningful long term relationships with our clients, helping them keep on top of their finances and minimising the need to share personal information over and over again.
With our advisers working remotely it means we meet clients where it is convenient for them, not us.
The initial meeting is always free and here we can explain our services and discuss how we can work together with you (but don’t worry about any hard selling, it’s completely obligation free).
Having worked with professionals, sole traders, SMEs and large corporations for many years, we understand the different requirements of our clients and work out a bespoke solution to meet your needs.
Experience & Qualifications
We have over 12 years experience in the financial services industry, at broker level, all the way to working for major high street banks. Our director Ryan, was a senior mortgage underwriter for one of the main UK banks, so brings a wealth of knowledge and experience to every case.
Our advisers are qualified IFA’s, meaning we understand customers financial planning needs and consider this when advising on mortgage products. We don’t believe in just getting the sale through and if we think it’s not a good investment, we will tell you.
Our experience tells us to play for the long game, so when you contact us, we’re not interested in making quick money out of you but will take the time to make you a client that wants to keep coming back.
OakTree Financial Services is a trading style of Harvest Associates Ltd, Registered in England Number 4865181.
Harvest Associates Ltd is authorised and regulated by The Financial Conduct Authority (the FCA) FCA Number 629749.
The information and guidance contained within this site is subject to the UK Regulatory regimes and is therefore targeted at consumers based in the UK.
Registered address 9 Midland Way, Barlborough Links, Chesterfield, S43 4XA.
OakTree financial services where brilliant. When organising my life insurance I did not feel pressured at all, I felt a real sense of understanding. Oaktree helped me find the best product for a sum of money that was affordable for me on a monthly basis. As well as this the advisor Ryan was smart, professional, very friendly and helpful. He even came to my home and gave me a free consultation.
- Alan S.