Gold Award 2012


Money Marketing Financial Services Awards 2012 - Adviser Awards Finalist


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We are a privately owned company committed to helping private clients build, manage and protect their wealth throughout the generations. We offer a high quality, fee based, integrated wealth management proposition that combines:-

We are unique in that Ian Brady, our Chief Investment Officer and a founding director, was an S&P "AA" rated fund manager at Invesco Perpetual and is therefore exceptionally well qualified to manage clients' money. Ian also publishes regular commentary which can be viewed on this website.

Our private clients are successful, busy and demand a high quality discreet service. Our proposition is particularly designed to meet the needs of Entrepreneurs, Company Directors, Lawyers, Accountants, Trustees (Family Trusts and Charities) and wealthy families via a private office structure.

You manage your own business affairs to a very high standard and our aim is to provide a proactive service which ensures your private financial matters are managed to the same exacting level.

The service we offer is designed to save you time, to manage your wealth effectively and to allow you to have as little or as much involvement in the decision making process as you wish.

OakTree Wealth Management Limited is authorised and regulated by the Financial Conduct Authority (http://www.fca.org.uk/register). Financial Services Register No: 488658

Registered in England, No. 6654455 Registered Office: Newtown House, Newtown Road, Henley-on-Thames, Oxfordshire RG9 1HG

VAT Registration No: 971 5221 26

Please read our Privacy Statement and Legal Information before completing any enquiry form or before sending an email to us.

OakTree Wealth Management Ltd, financial planning, discretionary portfolio managers, financial planners, portfolio managers, trustees, wealth managers, wealth advisers, wealth management, financial adviser, financial advisor, financial planning, financial advice, independent financial adviser, private wealth management, private banking, portfolio management, financial planner, financial advice, independent financial planner, money management, wealth manager, private wealth management, portfolio manager, money manager, investment portfolio management, Henley, Henley-on-Thames, Oxfordshire, UK