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Tenacity, honesty and integrity
"I was given the details of JKFS by a work colleague when we discussed our pensions. I was always wary of financial advisors after reading bad reviews in the press. In my initial consultation I was given sound advice within the first 5 minutes. There was no bravado only clear facts and figures and the reality of life. On this basis I went forward with JKFS. This proved to be an even better judgement on my behalf when they fought on my behalf to ensure I received the pension I should have after an administration error by my company pension scheme. This was dealt with tenacity integrity and honestly. I have recommended and will continue to recommend JKFS."


Review left for JKFS Independent
28th May 2024

Pension update
"For the specific issue that this survey relates to (update pension beneficiaries) Kieran gave his usual fast response and dealt with it very efficiently."


Review left for JKFS Independent
28th May 2024

Feedback review on switching pensions
"The service was very professional which would give a new client confidence when joining the Equilibrium stable. Sarah has stayed in touch every step of the way, and any queries have been dealt with promptly and to my satisfaction."


Review left for Equilibrium Financial Planning LLP
22nd May 2024

Annual Review
"A thorough discussion and took my comments about the poor performance of our investments on board. Very good contact before and after the review. "


Review left for Equilibrium Financial Planning LLP
21st May 2024

Excellent service
"We were recommended to Dean Williams through a family member to look into mortgage options. Dean and his team were professional and made the process smooth from start to finish. Dean broke down everything in a way that was understandable which made things seem less daunting to us. We are now happily in our first home and couldn’t be more thankful to all of the team at Oakwood for their help. We will definitely be recommending their services to our family and friends."


Review left for Oakwood IMC
17th May 2024

Peace of Mind
"It is very reassuring to know that my investments are being regularly monitored so that I don't have to worry about all the vagaries of the stock market."


Review left for Equilibrium Financial Planning LLP
14th May 2024