Silver Oak Financial Solutions - Wells

Silver Oak Financial Solutions

Located in Melbourne House, 36 Chamberlain St, Wells BA5 2PJ, United Kingdom, Silver Oak Financial Solutions es una empresa especializada en asesoramiento financiero y planificación financiera.

Especialidades

• Financial consultant
• Financial planner
• Mortgage broker

En Silver Oak Financial Solutions, los clientes reciben atención personalizada y orientada a sus necesidades específicas. El equipo de expertos en finanzas trabaja estrechamente con cada cliente para entender su situación financiera y ofrecer soluciones personalizadas.

Características

• Online appointments
• On-site services
• Wheelchair-accessible car park
• Wheelchair-accessible toilet
• Toilet
• Appointment required
• Appointments recommended

Este enfoque centrado en el cliente ha llevado a una tasa promedio de opiniones de 4.9/5 en Google My Business, demostrando la satisfacción de los clientes con los servicios ofrecidos por Silver Oak Financial Solutions.

Opiniones de clientes

Los clientes de Silver Oak Financial Solutions han elogiado la ayuda y orientación brindada por sus asesores financieros.

Ben, un cliente satisfecho, destacó la excelencia del servicio: "Ben fue increíblemente útil al planificar mis finanzas para la jubilación. Es extremadamente conocedor y accesible – era como charlar con un amigo en el mundo de las finanzas. Escuchó y comprendió mi situación bien, proponiendo varias opciones que se ajustaban a mis necesidades. Fue paciente cuando explicaba el jargon financiero en términos sencillos. Le recomendaría ampliamente y volveré a él cuando necesite más".

Información adicional

Para obtener más información sobre Silver Oak Financial Solutions, visite su sitio web silveroakfs.co.uk o llámelos al 1749681388.

En Silver Oak Financial Solutions, los clientes pueden contar con una experiencia financiera segura y tranquila, apoyados por un equipo de expertos que comparten su pasión por ayudar a las personas a alcanzar sus objetivos financieros.

Ubicación

La empresa se encuentra ubicada en Melbourne House, 36 Chamberlain St, Wells BA5 2PJ, United Kingdom, lo que la hace accesible para clientes de toda la zona.

👍 Reviews of Silver Oak Financial Solutions

Jason

5/5

Ben was really helpful in planning my retirement finances. He is very knowledgeable and approachable - it was like chatting to a friend in the finance world. He listened and understood my situation well, proposing various options that suited my requirements. He was patient when explaining the financial jargon in layman's terms. I would highly recommend him and will reach out to him again when I need to.

Julie C.

5/5

Ben has been so helpful and supportive explaining about our pensions in very simple terms that we could understand and gave us useful advice to plan for our future. Ben listens well and comes back with every scenario.

Kirk B.

5/5

I cannot speak highly enough of the quality of Ben’s help and advice. My 95 year old mother and myself would never have been able to deal with the complexity of the issues which needed to be resolved and which were resolved as a result of Ben’s patience and expertise.
I would have absolutely no hesitation in thoroughly recommending the services of Silver Oak Financial Solutions - it’s a pity that I am only able to award 5 stars as, if there were more, they would be awarded too!

David H.

5/5

Very impressed with the service received from Ben.
Really honest, professional advice and very easy to understand. Would thoroughly recommend and I’ll have no hesitation calling on him again when I need any financial advice. 5 star!

Hugh A.

5/5

Promptly after making contact, I have had two excellent meetings at home with Ben Warren. Pensions seemed dauntingly complex but I now have a much better understanding of my potential retirement income thanks to Ben's careful review of my situation and clear explanation of the options. An overall great service, thank you!

Stephanie W.

5/5

Excellent service. Ben was very informative and patiently talked me through my.options and rhe process
Would feel confident to recommend him

julia D.

5/5

I can’t recommend Ben highly enough. He came at short notice when I needed financial advice and had a big difficult decision to make with my work pension and finances. He went through the options explaining the effect of them in terms I could easily understand. I was very anxious and worried pre his visit. I am well informed and feel confident about my next steps now. Ben is a genuine person with an easy manner even coping with my excitable dog. I look forward to future help from Ben. Thank you so much 😊🐶

Rob S.

5/5

My wife Chris and I needed to restructure our finances and thought we had some good ideas. We took these thoughts to Ben at Silver Oak FS, and he came up with much better options that our research hadn't discovered. He gave us great advice about each choice we had open to us, and we felt confident that the decision we took was exactly the right one for us. Once the process started Ben responded quickly to our queries and kept us up to date at every step of the way. We are delighted and wholeheartedly recommend Ben and this firm.