OakTree Wealth Management Ltd
Financial Advisers (Independent) in Henley-on-Thames
Newtown House
Newtown Road
Henley-on-Thames
Oxfordshire
RG9 1HG
Contact Numbers
Landline: 01491 5... 01491 570 820
Opening hours
Monday to Friday: 9am - 5:30pm
Saturday to Sunday: Closed
Key Services
About
Our Service
We are an award winning company committed to helping private clients and Trustees (of Family Trusts and Charities) build, manage and protect their wealth throughout the generations. Our service encompasses financial planning, portfolio management (discretionary and advisory), tax planning and estate planning. We work closely with other professional advisers (lawyers, accountants and tax advisers) to deliver integrated solutions to enable our clients to meet their long term objectives. Our fees are competitive and transparent. 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. Minimum portfolio managed £250,000
We are authorised and regulated by the Financial Conduct Authority No 488658
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