Legal Information
Our Terms of Business will be provided to the client prior to business being transacted so that the relationship between the client and the firm is clearly stated and understood. This will normally take place at the first meeting.
Please note that OakTree Wealth Management Limited is a privately owned, independent UK company. We are not to be confused with any other organisation, UK or otherwise, with a trading style that incorporates OakTree, Oaktree, Oak Tree or variations thereof.
The Financial Services Authority do not regulate National Savings, or some forms of tax planning, offshore investments or school fees planning.
The information contained within this site is subject to the UK regulation regime and is therefore targeted at consumers based in the UK only.