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Financial Advising Services, Financial Planners, Investment Banks

Oaktree Wealth Management

Oaktree Wealth Management is a financial services company based in Eastleigh, England. They specialize in providing financial advising services, financial planning, investment banking, and other financial services.

Introduction to Oaktree Wealth Management

Oaktree Wealth Management is a financial services company located in Eastleigh, England. The company was established to provide expert financial advice to individuals and businesses. Oaktree Wealth Management has a unique approach to financial advising that is tailored to each client's specific needs and goals.

Services & Products

Oaktree Wealth Management offers a range of financial advising services including investment planning, retirement planning, estate planning, and tax planning. Their team of experienced financial planners works closely with clients to develop personalized financial plans that help them achieve their financial goals.

Location

Located in the Horton Heath area of Eastleigh, Oaktree Wealth Management is situated in a bustling business district with a variety of shops, restaurants, and other businesses. The area is easily accessible by public transportation, with the closest bus stops being the Horton Heath Shops stop, the Bournemouth Road stop, and the Longmead Avenue stop, all within a 10-15 minute walk of the office.

Benefits

Customers should choose Oaktree Wealth Management because of their personalized approach to financial advising and their commitment to helping clients achieve their financial goals. Their team of experienced financial planners has a wealth of knowledge and expertise, and they are dedicated to providing the highest level of service to their clients.

Good to Know

Customers should be aware that Oaktree Wealth Management is a fee-based financial advisory firm, which means that they charge a fee for their services rather than earning commissions on investments. This ensures that their advice is always in the best interest of their clients.

Reviews

Customers have praised Oaktree Wealth Management for their excellent customer service, personalized approach to financial advising, and depth of knowledge and expertise. Many clients have reported significant improvements in their financial situation after working with the team at Oaktree Wealth Management.

Amenities

  • amenity
    budgeting assistance
  • amenity
    credit counseling
  • amenity
    estate planning
  • amenity
    financial planning
  • amenity
    investment advice
  • amenity
    retirement planning
  • amenity
    tax planning
  • amenity
    insurance services
  • amenity
    asset management

FAQ

How do you customize your services to meet individual client needs?

At Oaktree Wealth Management, we understand that each client has unique needs and goals. Therefore, we offer personalized financial advising services that are tailored to each individual client. Our financial planners work closely with clients to understand their current financial situation, future goals, and risk tolerance. Based on this information, we develop customized investment strategies and financial plans that meet their individual needs.

Can you provide examples of successful investment strategies you have implemented for clients?

Yes, we have implemented various successful investment strategies for our clients. Our strategies are based on the client's financial goals, risk tolerance and market conditions. Some of our successful strategies include asset allocation, diversification, value investing, and growth investing. However, we always customize our strategies based on the client's individual needs and goals.

What is your fee structure for investment services?

Our fee structure is based on the services and products that the client chooses. We offer a range of financial services including financial planning, investment management, and retirement planning. Our fees are transparent and we always disclose our fees upfront to the client. We believe in providing value to our clients, so our fees are competitive and affordable.

What are your fees and how are they structured?

Our fees are structured based on the services that the client chooses. We provide a range of financial services including financial planning, investment management, and retirement planning. Our fees are transparent, and we always disclose our fees upfront to the client. We believe in providing value to our clients, so our fees are competitive and affordable.

What professional qualifications do your financial planners have?

At Oaktree Wealth Management, we have a team of experienced and qualified financial planners who hold various professional qualifications. Our financial planners are certified by various organizations, including the Chartered Financial Analyst (CFA) Institute, the Certified Financial Planner (CFP) Board, and the Financial Industry Regulatory Authority (FINRA). We believe in providing our clients with the best financial advice, so we ensure that our financial planners are highly qualified and experienced.

Reviews

  • Sandra Simmons

    Positive: Professionalism, Quality, Responsiveness, Value

    29-05-2021

  • Overwatch Plays

    Ben helped me sort out my pensions - really great service. I would recommend him to my family & friends!

    29-05-2021