Oaktree Financial Services

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Oaktree Financial Services Oaktree Financial Services provides clear, structured financial advice across Cork. Helping you plan confidently for the future.

We support individuals, families and business owners with pensions, mortgages, investments and financial protection. We are specialists in the areas of Financial Planning, Pensions & Retirement Planning, Savings & Investments, Life Cover, Income Protection and Mortgages. At Oaktree Financial, we understand both the importance and impact of financial decisions for you. We have access to all the relevant market knowledge and products available - which enables us to offer you independent, expert, and impartial advice, tailor-made to suit your individual needs. As a broker, we have agencies with Ireland's leading financial institutions, allowing us to offer you the most competitive rates and products available on the market. Oaktree Financial is regulated by the Central Bank of Ireland as a Multi-Agency Intermediary. We are members of Brokers Ireland and the Life Insurance Association (LIA)

👋 Meet the Team | Episode 6: Trish HylandMeet Trish Hyland, our Accounts Assistant.Whether she's keeping things organise...
16/10/2026

👋 Meet the Team | Episode 6: Trish Hyland

Meet Trish Hyland, our Accounts Assistant.

Whether she's keeping things organised at work or creating costumes for musicals, Trish brings creativity and attention to detail to everything she does.

Swipe through to get to know Trish!

15/10/2026

🏡 Living together often means sharing more than a home.

As your circumstances change, it's worth reviewing whether your financial protection still meets your needs. This may include areas such as life cover, mortgage protection and income protection.

If you're unsure whether your financial protection reflects your current situation, Oaktree Financial Services can help guide you through your options.

A brilliant celebration of digital marketing talent at this year's Cork Digital Marketing Awards! 🏆Oaktree Financial Ser...
13/10/2026

A brilliant celebration of digital marketing talent at this year's Cork Digital Marketing Awards! 🏆

Oaktree Financial Services was delighted to sponsor the Best Use of Instagram - 20 or More Employees category.

Congratulations to The Imperial Hotel Cork on taking home the award! 👏

Adrian and Tracy enjoyed being part of the evening and celebrating the people and businesses doing great things across the industry.

Cork Chamber of Commerce

What a fantastic night at the Cork Digital Marketing Awards ! 🎉 🏆As proud sponsors of the Best Use of Instagram - Less T...
12/10/2026

What a fantastic night at the Cork Digital Marketing Awards ! 🎉 🏆

As proud sponsors of the Best Use of Instagram - Less Than 20 Employees category, we were delighted to see so many great examples of creativity and innovation.

Congratulations to Visit Cork on taking home the award! 👏

Adrian and Tracy were delighted to be there to celebrate the occasion and recognise the hard work behind great social media campaigns.

Cork Chamber of Commerce Pure Cork

🏆 A big night for Cork businesses, and we're proud to play our part!Creativity, fresh ideas and great storytelling deser...
09/10/2026

🏆 A big night for Cork businesses, and we're proud to play our part!

Creativity, fresh ideas and great storytelling deserve to be celebrated! 👏

We're proud to sponsor both 'Best Use of Instagram categories' at tonight's Cork Digital Marketing Awards 2026, recognising outstanding work from businesses with fewer than 20 employees and those with 20 or more.

A huge congratulations to all the finalists! It's fantastic to see such a diverse range of Cork businesses and organisations making their mark online.

Wishing everyone the very best of luck. 🥂🏆

Cork Chamber of Commerce

🎉Cork Digital Marketing Awards, here we come! 🏆We're absolutely delighted to be shortlisted for 'Best in Content Creatio...
09/10/2026

🎉Cork Digital Marketing Awards, here we come! 🏆

We're absolutely delighted to be shortlisted for 'Best in Content Creation - Less than 20 Employees' at the Cork Digital Marketing Awards 2026!

We love finding new ways to connect with our audience, so being recognised in this category means a lot to us.

A huge congratulations to all our fellow finalists. 👏

We're looking forward to tonight's awards ceremony and what promises to be a fantastic evening! 🏆Fingers crossed! 🤞

Cork Chamber of Commerce

08/10/2026

Budget 2027: A step in the right direction? 🤔

The new investment account brings some welcome changes, including €12,000 annual investment limits, first €50,000 sheltered and a 1% charge on everything above that and no 8-year deemed disposal.

But did we really need another savings product?

There was an opportunity to go further and simplify investing even more. ✅

👉 Book A Chat With Us -https://oaktreefinancial.ie/book-appointment/ 👈

06/10/2026

💰 Many people associate diversification with investing, but it can also apply to savings.

Having separate savings for different purposes, such as emergencies, planned expenses, and long-term goals, can help create more structure and reduce financial pressure when unexpected costs arise.

Sometimes improving your finances isn't about doing more. It's about organising your money more effectively.

If you'd like help creating a financial plan that reflects your goals, Oaktree Financial Services can help.

👋 Meet the Team | Episode 5: Paul McNamaraMeet Paul McNamara, Financial Planner.No two client stories are ever the same—...
02/10/2026

👋 Meet the Team | Episode 5: Paul McNamara

Meet Paul McNamara, Financial Planner.

No two client stories are ever the same—and that's exactly why Paul enjoys what he does. (Although a winning season for Man United probably wouldn't hurt either. 😉)

Swipe through to learn more about Paul!

29/09/2026

📈 One of the most common questions we receive is:

"How do I know if my investments are performing well?"

Looking at returns is only part of the picture.

It's also important to consider whether your investments are helping you achieve your goals, how they compare against appropriate benchmarks, and whether they remain aligned with your long-term plans.

Regular reviews can provide valuable insight and help ensure your portfolio continues to support your financial future.

Address

10 Pearse Square
Fermoy
COCORK

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+3532530588

Website

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