Oaktree Financial Services

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 rel

evant 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)

16/06/2026

Every day brings a new financial headline, but successful investing isn't about reacting to the latest news.

Markets rise, fall, and recover over time. Having a clear plan and staying focused on your long-term goals can help you avoid emotional decisions during periods of uncertainty.

At Oaktree Financial Services, we believe investing should be guided by strategy, not headlines.

A great day at the AIBF All-Ireland Entrepreneurs Summit 2026! 👏It was fantastic to connect with fellow business owners,...
11/06/2026

A great day at the AIBF All-Ireland Entrepreneurs Summit 2026! 👏

It was fantastic to connect with fellow business owners, industry professionals, and entrepreneurs from across the country.

We're also incredibly proud to be recognised as the AIBF Business All-Star Best in Class Financial Services Company for the 5th year in a row 🏆

Thank you to All-Ireland Business Foundation, our clients, team, and everyone who has supported us along the way. Here's to continuing to deliver the highest standard of financial advice and service.

Congratulations to the winner of our €250 Go Anywhere Gift Card giveaway! 🎉 We hope you enjoy your prize!

05/06/2026

Save the Date📅📌

Oaktree Financial Services Ltd is proud to exhibit at the All - Ireland Entrepreneurs Summit 2026, taking place on Wednesday, June 10th at Croke Park, Dublin

With a team based in Cork and Dublin, Oaktree supports clients with trusted, jargon-free financial advice across pensions, retirement planning, savings, investments, mortgages and protection. We are looking forward to being part of a standout day for Irish business, filled with valuable conversations, strong connections and fresh perspective.

Secure your place:
www.allirelandsummit.com/tickets

03/06/2026

When you're self-employed, there isn't an employer contributing to a pension behind the scenes.

That means retirement planning is your responsibility.

A pension can help you build long-term financial security while also providing valuable tax benefits today.

If you're self-employed and unsure where to start, Oaktree Financial Services can help you explore your options.

Good decisions shape strong businesses.🙌That is why Oaktree Financial Services Ltd is looking forward to exhibiting at t...
29/05/2026

Good decisions shape strong businesses.🙌

That is why Oaktree Financial Services Ltd is looking forward to exhibiting at the All Ireland Entrepreneurs Summit 2026, where founders, CEOs and senior decision makers will come together for a day of insight, connection and fresh business thinking.

At Oaktree, helping clients take control of their financial future is what we do every day through
clear, trusted advice across financial planning, pensions, savings, investments and mortgages. We
are delighted to be part of a summit that brings ambitious business minds into one room.

Join Oaktree Financial Services Ltd and Ireland's business community on June 10th at Croke Park

One powerful day. The right room.
Real momentum.

Book your seat now:
www.allirelandsummit.com/tickets

28/05/2026

Imagine reaching retirement knowing your finances are structured, your essentials are covered, and you have confidence in your future.

Good retirement planning is not just about pensions. It can also include debt planning, tax efficiency, succession planning, and understanding how your retirement income will work.

Small decisions today can make a major difference later.

If you'd like to understand your options, speak to Oaktree Financial Services.

We’re proud to share that Oaktree Financial Services has once again been recognised as an AIBF Business All-Star Accredi...
27/05/2026

We’re proud to share that Oaktree Financial Services has once again been recognised as an AIBF Business All-Star Accredited company and awarded Business All-Star Best In Class Financial Services Company 2026.👏

This recognition reflects our continued commitment to delivering trusted financial advice and putting our clients at the centre of everything we do.

A huge thank you to our team for their dedication and to our clients for the trust and support they place in us every day.

Here’s to continuing to grow, improve, and help people build stronger financial futures.

All-Ireland Business Foundation

What a fantastic weekend at the Mallow Home & Garden Festival 🎉A huge thank you to everyone who stopped by our stand, en...
27/05/2026

What a fantastic weekend at the Mallow Home & Garden Festival 🎉

A huge thank you to everyone who stopped by our stand, entered our giveaway, and took the time to speak with our team.

Events like these are always a great reminder of how valuable open conversations around financial planning can be.

Thank you to the organisers for another brilliant event Mallow Home & Garden Festival, we’re already looking forward to next year 🙌

We’re excited to be back at the Mallow Home & Garden Festival 2026 🎉Come visit our team at Stand D13 for a chat about yo...
21/05/2026

We’re excited to be back at the Mallow Home & Garden Festival 2026 🎉

Come visit our team at Stand D13 for a chat about your financial future, whether you have questions around pensions, investments, savings, protection, or simply want to learn more about financial planning.

Our team will be there throughout the event to answer questions and have conversations around your financial goals and future planning.

🎁 We’ll also have an exclusive giveaway running across the event, with one lucky winner receiving a €150 One4all Voucher.

We look forward to seeing you there! 👋

19/05/2026

Trying to perfectly time the market can often lead to missed opportunities.

One of the biggest mistakes investors make is stepping out of the market at the wrong time and missing periods of recovery and growth.

Long-term investing is often less about perfect timing and more about consistency over time.

If you’d like to take a more structured approach to investing, Oaktree Financial Services can help guide you through your options.

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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