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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

Managing my pension portfolio
"Their fund management has been first class to date & I could not be more pleased with my choice of provider coupled with the service received."


Review left for The Fry Group
14th May 2024

Easy, friendly, informative, reassuring
"We worked with Sam over the course of a few weeks and he was brilliant. He helped us with all aspects of the mortgage search and application and he made the process easy. We are happy we made the right choice. "


Review left for Domus Finance
13th May 2024