Adrian Godwin (@GodwinAdrian) profile picture

Adrian Godwin

@GodwinAdrian

Specialist Financial Advisor. Director at Oaktree Financial Services with offices in both Fermoy and Dublin.

 Cork
oaktreefinancial.ie
Joined August 2013
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Photo by Adrian Godwin (@GodwinAdrian)Photo by Adrian Godwin (@GodwinAdrian)Photo by Adrian Godwin (@GodwinAdrian)Photo by Adrian Godwin (@GodwinAdrian)Photo by Adrian Godwin (@GodwinAdrian)
Replying to @Delta
@Delta my aunt flew JFK to DUB in November. She is being told she cannot get sky miles for that flight. Is there someone to contact?
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Hi - can someone respond to my query?
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@Delta - can someone respond to my private messages!
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Giveaway Winners Announced!! Congratulations to our winners - Grainne, Libby, and Lisa. Hanna's Fermoy - Grainne Keena Elm Tree Glounthaune - Libby Walsh Xplore Local - Lisa Harty Thanks to everyone who entered.
Image from Oaktree Financial Services (@OakTreeFermoy)
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On March 10th at 11 am, we are hosting a free webinar that discusses the options that are available to individuals that hold defined benefit pension schemes. Register for free by clicking the link below. us02web.zoom.us/.../reg.../W… youtu.be/_b_1fdPqhUk #dbschemes #webinar
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- What to do with an inheritance? - Too late to invest in my pension? - What to do as an Ulster Bank Customer? - Protection Policies when single? - Starting a pension before travelling post covid? oaktreefinancial.ie/common-q…

Common Questions Answered - Oaktree Financial Services

The following are 5 common questions we receive on a frequent basis. We will always answer questions directly, but we created variations of these 5 common questions as it may benefit many more of our...

oaktreefinancial.ie
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Read our latest blog post by clicking the link below! oaktreefinancial.ie/the-game… To explore your investment options, give us a call on 025-30588 or book a complimentary chat on our website.

The Game of Patience When Investing - Oaktree Financial Services

Investing in stock markets is designed to deliver returns over the medium to long-term. In uncertain environments some investors get nervous, losing sight of their investment objectives. Many are...

oaktreefinancial.ie
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Do you know how much savings are required to live the life you want in retirement? Start planning your retirement with us today. Click the link to book a complimentary consultation or call us on 025-30588! oaktreefinancial.ie/pensions… #pensions #savings #investments
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Do you want to get a return on your money? We can help you maximize your savings in 2021 by setting up your bespoke savings & investments plan! Click the link below to book a complimentary chat or call us on 025-30588. oaktreefinancial.ie/savings-…
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#nevertoolate
Oaktree Financial Services (@OakTreeFermoy) profile pictureOaktree Financial Services@OakTreeFermoy15 Dec 2020
Pension savings are so important to secure the retirement you desire. Talk to us to get the most out of your pension. Call 025-30588 or book a complimentary 1-hour consultation on our website. oaktreefinancial.ie/pensions… irishtimes.com/business/pers…

Pension & Retirement Planning Advice Ireland

Expert financial advice to help individuals with their retirement and pension planning in Ireland. We provide support and guidance to people regarding their pension.

oaktreefinancial.ie
Do you want your money to work harder for you? We can work with you to ensure that you get the most out of your savings & create an investment solution that is bespoke to you. Book a complimentary chat on our website or call us on 025-30588. oaktreefinancial.ie/savings-…
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Before we ever look at when you can retire, we need to first examine how to prepare for your retirement. Read more here 👇👇 oaktreefinancial.ie/preparin… For more information, you can book a complimentary chat on our website or call us on 025-30588. We are always happy to help.

Preparing For Retirement - Oaktree Financial Services

Before we ever look at when you can retire, we need to first examine how to prepare for retirement. Many people focus on how much they need to have in their pension pot before they can retire which...

oaktreefinancial.ie
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Yesterday we featured in The Sunday Business Post with an article discussing redundancy and tax-free lump sums. Read it below! businesspost.ie/commercial-r…
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Adrian Godwin retweeted
Aldi Ireland (@Aldi_Ireland) profile picture
Aldi Ireland
@Aldi_Ireland6 Nov 2020
Kevin’s out in the cold. Will he get home in time for Christmas? #KevinTheCarrot
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Income Protection is designed to cover you against accidents or ill health. For more information, call 025-30588 or book a complimentary chat on our website. oaktreefinancial.ie/income-p… #incomeprotection #financialadvisors
Image from Oaktree Financial Services (@OakTreeFermoy)
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A Personal Retirement Bond (also known as a Buy Out Bond) is an individual pension bond established in your name. Read our latest blog here 👇👇 oaktreefinancial.ie/personal… You can book a chat on our website or call 025-30588. #pension #investment #PRB

Personal Retirement Bond (PRB) - Oaktree Financial Services

A Personal Retirement Bond (also known as a Buy Out Bond) is an individual pension bond established in your name. You can transfer your pension benefits into the bond if you leave a company pension...

oaktreefinancial.ie
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Are you looking to invest in your future but need some guidance? We are with you every step of the way at OakTree Financial Services. For more information, call 025-30588 or book a complimentary chat on our website - oaktreefinancial.ie/savings-… #investments #savings #financialadvice
Image from Oaktree Financial Services (@OakTreeFermoy)
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The topic for this week's blog is Executive Pensions. Read it here 👇👇 oaktreefinancial.ie/executiv… Book a complimentary consultation on our website or call 025-30588 #pensions #investments #finance

Executive Pensions - A Guide - Oaktree Financial Services

If you have established a successful company which is profitable, then the company should serve you, and in order to do this, you need to be able to extract wealth from the company in the most...

oaktreefinancial.ie
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Happy birthday us!
Oaktree Financial Services (@OakTreeFermoy) profile pictureOaktree Financial Services@OakTreeFermoy22 Oct 2020
We are celebrating 10 years in business! Thank you everyone for the support over the last decade. We can't celebrate this milestone the way we want to, but we will mark the occasion in the not too distant future. oaktreefinancial.ie/
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Whoohoo
Oaktree Financial Services (@OakTreeFermoy) profile pictureOaktree Financial Services@OakTreeFermoy22 Oct 2020
We are celebrating 10 years in business! Thank you everyone for the support over the last decade. We can't celebrate this milestone the way we want to, but we will mark the occasion in the not too distant future. oaktreefinancial.ie/
Image from Oaktree Financial Services (@OakTreeFermoy)
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Get financial advice from the comfort of your own home! While we are still available for in-office consultations, we are giving our clients the option to chat with us over the phone, via zoom call, or whatever you prefer. oaktreefinancial.ie/
Image from Oaktree Financial Services (@OakTreeFermoy)
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In this week’s blog, we outline Retirement Annuity Contracts – or as they are more commonly known, Personal Pensions. Read it here👇👇 oaktreefinancial.ie/personal… For more information, you can book a chat with one of our advisors on our website or call 025-30588. #pensionseason

Personal Pensions - An Overview - Oaktree Financial Services

In this week's blog we outline Retirement Annuity Contracts – or as they are more commonly known, Personal Pensions.

oaktreefinancial.ie
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