🤔Dreaming of retiring early? It’s essential to plan wisely considering your life expectancy and financial needs. Our team at Oaktree Financial can set you on the right path to early retirement. Check out our retirement planning advice online or call us on 025-30588 to discuss how we can support your goals. 👉https://lnkd.in/ehauYZX #retirementplanning #oaktreefinancial #pensions
Oaktree Financial Services Limited
Financial Services
Fermoy, Cork 478 followers
Financial Advisors located in Fermoy, Co. Cork
About us
We are specialists in the areas of Financial Planning, Pensions & Retirement Planning, Savings & Investments, Life Cover, Income Protection, and Mortgages. At Oaktree Financial, we understand both the importance and impact of financial decisions for you. We have access to all the relevant market knowledge and products available - which enables us to offer you independent, expert, and impartial advice, tailor-made to suit your individual needs. As a broker, we have agencies with Ireland's leading financial institutions, allowing us to offer you the most competitive rates and products available on the market. Oaktree Financial is regulated by the Central Bank of Ireland as a Multi-Agency Intermediary. We are members of Brokers Ireland and the Life Insurance Association (LIA)
- Website
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http://www.oaktreefinancial.ie
External link for Oaktree Financial Services Limited
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Fermoy, Cork
- Type
- Privately Held
- Founded
- 2010
Locations
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Primary
Get directions
10 Pearse Square
Fermoy, Cork, IE
Employees at Oaktree Financial Services Limited
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Adrian Godwin FCCA QFA RPA CIP DIP IoD FAIBF
Founder & Managing Director of Oaktree Financial Services. Financial & Taxation Planner.
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Tracy Sumstad
Director & Senior Financial Consultant at Oaktree Financial Services Limited QFA, RPA, SIA
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Trish Hyland
Accounting Technician at Oaktree Financial Services Limited
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Alexis Hardy
Financial Services Professional
Updates
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With Christmas on the horizon, expenses can add up quickly!🎄 Let’s get your finances in order now. Book a complimentary chat: 👉https://lnkd.in/ebC4GxcV #FinancialPlanning #OaktreeFinancial #ChristmasBudget #SecureYourFuture
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📈 Take Control of Your Finances! 📈 We believe it's never too early or too late to start managing your finances. Tracy, one of our expert advisors here at Oaktree, shares how we can help you achieve your financial goals, no matter what stage in life you're at. Book a complimentary chat with us today: https://lnkd.in/ebC4GxcV #FinancialAdvice #FinancialGoals #OaktreeFinancial #FreeConsultation
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We've helped so many clients and are ready to help you too! Book a complimentary chat: 👉https://lnkd.in/ebC4GxcV #oaktreefinancial #financialplanning #awardwinning
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Adrian shares some financial tips for those in their 30's and 40's. Have a query? Go to https://lnkd.in/euNpzM_d or Book a complimentary chat online now: 👉https://lnkd.in/ebC4GxcV #oaktreefinancial #financialplanning #financialgoals
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🛡️ Protecting your loved ones is more than a responsibility—it's a priority. But how much life cover do you really need? Our Life Cover Calculator can guide you through finding the right amount to ensure your family's future is secure. It's quick, easy and personalised. Start planning for peace of mind today. 👉 Calculate now: https://lnkd.in/ex5JWVnN #LifeCover #FamilyFirst #OaktreeFinancial
Life Cover Calculator - Oaktree Financial Services
https://oaktreefinancial.ie
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Oaktree Financial is proud to be recognised for excellence in investment and financial services across Ireland. We’ve successfully guided many clients on their financial journey and are here to help you achieve your goals too. Book your complimentary consultation today: 👉 https://lnkd.in/ebC4GxcV #OaktreeFinancial #FinancialPlanning #AwardWinning
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💸 Are you good at earning, but not so great at saving? We understand, you'll not alone. If you’re finding it hard to make the most of your money, Oaktree Financial can help you manage your budget and keep more in your pocket. Call us on ☎️025-30588 or Book a Complimentary Chat: 👉 https://lnkd.in/ebC4GxcV #SmartSpending #FinancialGoals #OaktreeFinancial #FreeConsultation
Book an Appointment - Oaktree Financial Services
https://oaktreefinancial.ie
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Did you know we offer tailored group pension schemes to protect your employees and give them peace of mind? Investing in your team’s future is investing in your business's success. Read all about it here and see the benefits or working with our team at Oaktree: 🔗https://lnkd.in/e6_SCAu #EmployeeBenefits #GroupPensions #OaktreeFinancial #BusinessSuccess
Group Pensions and Risk Benefits - Oaktree Financial Services
https://oaktreefinancial.ie
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Have you taken advantage of the Small Gift Exemption yet? Our blog examines how you can use it to your advantage. Whether it's supporting family, planning for the future or managing your assets. Full details here👉 https://lnkd.in/dnNRiFHr #FinancialPlanning #SmallGiftExemption #OaktreeFinancial
How Can I Best Use The Small Gift Exemption
https://oaktreefinancial.ie