Tracy is a highly qualified and experienced financial advisor that has over 20 years in the Finance Sector. Her extensive experience with both Personal and Corporate clients puts her in an ideal position to provide advice on all areas of financial planning needs and corporate solutions.
Tracy’s priority is to help clients identify what is particularly important to each of them with a focus on their values and goals. Tracy works to achieve long-term relationships with her clients that will empower them to live the lives they aspire to, protect their well-being, achieve financial freedom and leave their desired legacy.
Maintaining her client base Tracy loves helping people with their financial planning. She values that one-to-one interaction with people: helping them plan and, as the years pass, achieve their objectives – is what really gives Tracy job satisfaction. She also values that each individual circumstance will be different and rises to the challenge of diversified solutions.
Adrian is the managing director of Oaktree Financial services and My-Pension. 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 investment 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.
Every time you move jobs, there is a good chance you have left some pension benefits behind. Our Pension specialists will take control of your pension for you and track down all pension benefits you are owed from previous employers.
It is likely that at some stage you were paying into a pension, but you may not know how much it’s worth or how to access it. We can help you find these pensions and help you take control.
Many people leave pensions behind from previous jobs for various different reasons. It may be too time-consuming, too complicated, or they are just unaware.
That’s where we come in!
Our Pension specialists will help find and consolidate all of the pension schemes you have paid into.
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025-30588
info@my-pension.ie
My-Pension is a registered trading name of Oaktree Financial Services Limited. Oaktree Financial Services Limited is regulated by the Central Bank of Ireland under C65992.
Registered in Ireland. Company Registration Number: 485462.
Registered Address: 10 Pearse Square, Fermoy, Co Cork, P61HF67
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