About us and why you should choose Oaktree for Life...

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With many years experience in the financial sector, we have the knowledge, understanding and ability to provide the best tailored and comprehensive financial planning for all our clients with busy lifestyles.

 

We take the time to visit you in the comfort of your home or workplace.  If you prefer a video or telephone consultation we are happy to oblige. We start with a chat; we tell you whether we will be able to help you. We lay out all your options and offer you solutions to your family estate planning needs. Everything is recorded for accuracy and clarity. We work diligently to produce effective legal documents tailored specifically to your personal family circumstances.

To protect you personally we specialise in:

Wills

Lasting Power Of Attorney

Trusts

Probate

To protect your business we specialise in:

Shareholder Agreements 

Business Lasting Power Of Attorney

We provide financial security  for both Your Family and Your Business.
We help you to look after what matters most, giving you total peace of mind.