On Thursday, 9th November at the Mansion House in Dublin, the Fermoy-based financial services firm, Oaktree Financial Services, won its third award of 2023, being awarded the Investment Broker Expert Award by Brokers Ireland.
The most recent award completes a hat-trick for the company. In June this year, the team at Oaktree received the Business All-Star Financial Services Team of the Year 2023-24 by the All-Ireland Business Foundation. This was followed in October by the Cork Digital Marketing Award for Best Use of Facebook (less than 20 employees).
Adrian Godwin, MD of Oaktree Financial Services, praised his colleagues on news of the win in Dublin.
“Our whole team is truly dedicated to keeping financial planning as simple as possible for our customers. It is this dedication that has propelled the businesses forward and brought us the good fortune of not one, but three awards in 2023.”
The Broker Expert Awards aim to shine a light on excellence by recognising insurance and financial brokers who offer the highest level of professionalism, innovation, performance and service to their clients.
Oaktree prides itself on its down-to-earth approach to financial planning that helps its customers make the most of what they have. From its offices in Fermoy and Dublin, Oaktree Financial Services’ qualified financial advisors provide expert advice on retirement planning, wealth management, travel insurance and all money matters, to help its customers achieve their financial goals.
