Oak Wealth Planning Ltd - Milton Keynes

Oak Wealth Planning Ltd: Un proveedor de servicios financieros de confianza

Oak Wealth Planning Ltd se encuentra ubicado en Challenge House, Sherwood Dr, Bletchley, Milton Keynes MK3 6DP, United Kingdom, lo que la convierte en un proveedor de servicios financieros accesible para personas de todo el mundo. La empresa cuenta con un teléfono 1234888825 y una página web oakwp.co.uk donde se pueden encontrar más información sobre sus servicios.

Características y especialidades

Oak Wealth Planning Ltd se especializa en servicios financieros, lo que los convierte en una excelente opción para aquellos que buscan asesoramiento financiero personalizado. La empresa cuenta con un equipo de profesionales experimentados y contactables que están dispuestos a ofrecer consejos relevantes y bien-judgados a sus clientes.

La empresa tiene una instalación accesible para personas con discapacidad, lo que significa que los clientes con discapacidad pueden acceder y utilizar sus servicios sin problemas. Además, la empresa cuenta con un estacionamiento y baño accesible, lo que los convierte en un lugar acogedor y cómodo para sus clientes.

Opiniones y reputación

Aunque no se proporcionan opiniones específicas, es posible inferir que Oak Wealth Planning Ltd tiene una excelente reputación en la comunidad. La empresa ha recibido 19 revisiones positivas en Google My Business, lo que indica una alta satisfacción de sus clientes. Los clientes han comentado sobre la profesionalidad, el contacto y la asistencia de los empleados, lo que sugiere una empresa comprometida con la satisfacción de sus clientes.

Por qué elegir a Oak Wealth Planning Ltd

Si estás buscando un proveedor de servicios financieros de confianza, Oak Wealth Planning Ltd es una excelente opción. La empresa ofrece servicios financieros personalizados, una instalación accesible y un equipo de profesionales contactables. Además, la empresa tiene una excelente reputación en la comunidad, lo que sugiere una alta satisfacción de sus clientes.

Conclusión

En resumen, Oak Wealth Planning Ltd es una empresa de servicios financieros que ofrece una variedad de servicios personalizados y accesibles. Con su ubicación en Milton Keynes, Reino Unido, la empresa es accesible para personas de todo el mundo. Si estás buscando un proveedor de servicios financieros de confianza, se recomienda visitar su página web oakwp.co.uk para obtener más información y contactar con ellos.

👍 Reviews of Oak Wealth Planning Ltd

T C.

5/5

Bob has been our financial advisor for a few years now, he always offers well-judged advice relevant to our circumstances and has definitely put me in a significantly better long-term financial position over that time. He's very contactable and professional and I would highly recommend him.

Angela S.

5/5

Bob has been our financial advisor for many years now.
With a wealth of knowledge and experience we have always explicitly trusted any of his advice for short and long term investments, pensions and mortgages.
Bob is very open, honest, extremely efficient and friendly, he explains every process in a clear and methodical manner and is only a phone call away if you have any worries or concerns plus he always assists with any of the long and complicated paperwork.

Pam D.

5/5

Bob has been my financial advisor for a number of years. I have found him very professional and easy to work with. He takes time to understand my needs before offering advice. As well as my annual reviews, he has responded promptly to any queries I have had. Best of all he has kept my savings on track with the market.

Neil G.

5/5

Bob has been offering my partner & I great advice for our pensions for some years now. We're delighted with his professionalism and trust his guidance. We would highly recommend him to anyone looking for solid, no-nonsense financial advice.

Lionel S.

5/5

I have been with Bob for 8 years and he has always provided the most professional and accurate advice. Our financial planning couldn't be in better hands. If you are looking for someone to help secure and skilfully steer your investments then you will never regret working with Bob.

Paul H.

5/5

Bob is completely professional and I always gives advice aligned with the best interests of myself and my family (something which previous financial advisors haven't necessarily done). I have recommended Bob to other friends and colleagues and all have been very happy with his service, approach and commitment. I have no hesitation at all in recommending him to anyone seeking a financial advisor they can trust and rely on.

Lorraine H.

5/5

Bob has been looking after my sisters and my inheritance for a few years now. We are both very happy with Bob's professionalism also the way he helps us understand the way it all works. We trust him completely, and if ever we have a question he answers us straight away.

Sharon T.

5/5

Bob has been managing both mine and my husbands pensions for 9 years with great results, we cannot recommend him highly enough. He always gives us sound advice and we trust him implicitly.