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Top 5 Most Recommended Financial Advisers

Latest Adviser Reviews

Amazing service
"James and the team at Oakwood have been instrumental in helping us secure the house of our dreams thank you! This is our second mortgage / house purchase with James and he is brilliant, informative thorough and makes sure even with tricky circumstances we get a result, thank you! James always goes above and beyond to help."


Review left for Oakwood IMC
14th June 2024

Accurate, empathetic and beyond supportive.
"Dave has helped me and my family immensely in the last few years. particularly in the last twelve months when we have confronted some significant challenges. He has gone the extra mile to help give us the reassurances we needed. "


Review left for Equilibrium Financial Planning LLP
13th June 2024

Equilibrium Financial Planning
"I am always provided with a comprehensive review of my investment portfolio and the market/Equilibrium performance. Andy knows that I am investing for the long term and understands my requirements in terms of information - high level and not too much detail! Andy provides me with projections for the future as well as advice on any legislative changes that may impact on my portfolio ensuring that I maximise any benefits."


Review left for Equilibrium Financial Planning LLP
12th June 2024

Professional
"Andrew always greets me as a friend. He explains everything in an easy to understand manner and is very patient when answering my questions. I have confidence that he is dealing with my investments correctly giving ne peace of mind."


Review left for Equilibrium Financial Planning LLP
11th June 2024

Good first impression as a new client.
"Friendly and accessible."


Review left for Equilibrium Financial Planning LLP
11th June 2024

We always get prompt responses to our queries.
"Both David and Reece are always professional and attentive."


Review left for Equilibrium Financial Planning LLP
11th June 2024

 

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