Merry Christmas from the Team at OakTree Financial Services! As we bid farewell to 2024, we at Oaktree Financial Services want to extend our heartfelt gratitude to our clients across Ireland. This season is a time for reflection, appreciation, and connection. Your continued trust and partnership have been the cornerstone of our journey, and we are truly thankful for the opportunity to support you. We hope this Christmas fills your home with warmth and cheer, and that the New Year brings prosperity, health, and happiness to you and your loved ones. Here’s to a future filled with new opportunities and shared success in 2025!
Oaktree Financial Services Limited
Financial Services
Fermoy, Cork 494 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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Merry Christmas from all of us at Oaktree! 🎄✨ As we celebrate the festive season, we hope your day is filled with love, laughter and the warmth of family and friends. #MerryChristmas #SeasonsGreetings #OaktreeFinancial
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🎄 Christmas Hours Update🎄 As Christmas approaches, we're taking some time to celebrate and recharge! 🎅✨ Our office will close on Monday, 23rd December at noon and will reopen on Thursday, 2nd January at 9 AM. Thank you for your continued support this year. Wishing you a happy and peaceful Christmas! 🎁 #ChristmasHours #SeasonalBreak #OaktreeFinancial
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Are you part of a Defined Benefit Pension Scheme? We shed light on Enhanced Transfer Values and what they could mean for your retirement planning. Understanding these options is really important in making informed decisions about your future. Read why here: 🔗https://lnkd.in/eCeGZQXv #PensionPlanning #FinancialKnowledge #OakTreeInsights
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🎄As Christmas approaches, the hustle and bustle is in full mode! It's no secret that Christmas can be a costly time for many and it is important to keep a close eye on your finances. At Oaktree Financial, we're here to help you plan wisely at any time of year. Are you ready for a prosperous 2025? Let’s make sure of it together. Book an appointment now 👉https://lnkd.in/ebC4GxcV #ChristmasCountdown #FinancialReadiness #FinancialPlanning
Book an Appointment - Oaktree Financial Services
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
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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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The festive season is approaching! 🎄 Our advice at Oaktree is to Plan Early and Spend Wisely. Make your Christmas financial choices stress-free this year. If you have been putting off getting in touch, now may be the time. Book a complimentary chat 🗨️ https://lnkd.in/ebC4GxcV #FinancialPlanning #ChristmasPlanning #ChristmasFinance
Book an Appointment - Oaktree Financial Services
oaktreefinancial.ie
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🤔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