Ben Thorpe

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 provide advice across a wide range of services including pensions, investments, savings and protection. We are committed to putting our clients at the heart of everything we do and to developing long-term relationships. This is achieved by ensuring that we understand the individual needs of each client, and by implementing tailored financial plans to address those needs. We appreciate that there are times in life when you are faced with making big financial decisions that have a lasting impact on your life and those around you; at these times we will give you the advice you need to help simplify those complex financial decisions allowing peace of mind. Maybe you are looking to retire and need help with your pensions to know the best option to choose, or you may have inherited a lump sum or are saving for a nest egg; whatever your situation we will guide you through all the options available and help provide a clear route map on how to achieve your goals and aspirations in life without fear of running out of money. We will also review things regularly to make sure you stay on track to meet your goals. We build our business on referrals so it is in our best interest to give you the best experience possible and our reviews are testament to the service we have provided to others like yourself. As we are 'Independent' we are not tied to any particular Providers or Products, this means that the advice we provide is completely unbiased, allowing us to recommend the most suitable solutions to meet your needs. We are also authorised and regulated by the Financial Conduct Authority (FCA) which should give 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.