Wealth Management - Oaktree Wealth Management Ltd - a fee-based, independent UK wealth manager

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We are in business to create long term relationships with our clients and their families.

Our website has been designed to give you a brief over view of our proposition. It is not a definitive guide!

If you wish to know more about our proposition please feel free to contact Jeremy Arthur or Ian Brady as follows:-

Telephone – 0845 053 5428

Email – info@oaktreewm.co.uk

We would be delighted to discuss your requirements initially by telephone. If we agree to meet, the initial meeting places you under no obligation and you will not incur a fee.

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

OakTree Wealth Management Limited is authorised and regulated by the Financial Services Authority (http://www.fsa.gov.uk/register/home.do). FSA Registration No: 488658

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