Adrian is co founder and managing director of Oaktree Financial Services. Adrian qualified as an Accountant and Tax Advisor with one of the Big 4 companies and has worked extensively on Estate Planning and Wealth Management projects.

Adrian has also worked on a number of investments projects for investment funds and US colleges including Yale, Harvard and Hewlett Packard.

Having gained the Qualified Financial Advisor status in 2010, Adrian went on to establish Oaktree Financial Services with a view of ensuring that clients’ needs were put first and that sound, clear investment options were given.

Adrian has a very special way to help clients simplify extremely complex issues and offer them reassurances with best practice options. With his unique skill set and qualifications, clients achieve a fully rounded and thought out life plan with which they can work with.

It all starts with a 15-minute initial call where we find out about your unique situation, whether you are an individual, family or business.

We actively listen to understand your needs and ask questions to ensure what we advise is perfect for you.

Our consultations are jargon-free and there are no silly questions.

We also take pride in our extensive experience and wisdom gained over the years. We have served our community as a local, family owned company.

Our success has been built on this experience, our knowledge of the Irish financial services and insurance market.

Whilst we do receive payment for our services from product providers, we are not tied to any bank, investment or insurance company. This means we always give you the best advice, and continuously evaluate the best financial products on the market.

As your personal financial broker, we deal with all the leading financial institutions operating in Ireland, ensuring that you get the best solution for you at the best possible price.

Our aim is to make your financial planning journey simple and for it to ease your worries about your finances.

It goes without saying that you can expect unrivalled customer service from us as we go the extra mile for you.