About Oaktree Wealth Management

Local, friendly and unbiased Independent Financial Planning service on all aspects of Pensions, Investments and Protection.
At Oaktree Wealth Management, we pride ourselves on our friendly and approachable nature. We are a family run business providing practical Independent financial planning advice to people, families and businesses in Winchester, Eastleigh and the surrounding areas.We are also authorised and regulated by the Financial Conduct Authority (FCA) giving you peace of mind that the work we do is in line with the industry standards required to ensure we deliver a ‘best practice’ approach at all times.
Pensions & retirement: