Strategic Insight Advisors

Silver Oak Financial Solutions - Wells

Address: Melbourne House, 36 Chamberlain St, Wells BA5 2PJ, United Kingdom.
Phone: 1749681388.
Website: silveroakfs.co.uk.
Specialties: Financial planner.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible toilet, Toilets, Appointment required.
Opinions: This company has 47 reviews on Google My Business.
Average opinion: 4.9/5.

Location of Silver Oak Financial Solutions

Silver Oak Financial Solutions Melbourne House, 36 Chamberlain St, Wells BA5 2PJ, United Kingdom

1749681388

Silver Oak Financial Solutions is a reputable financial planning firm located at Melbourne House, 3

Reviews of Silver Oak Financial Solutions

Silver Oak Financial Solutions - Wells
Kirk Bizley
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!

Silver Oak Financial Solutions - Wells
Hugh Allen
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!

Silver Oak Financial Solutions - Wells
julia deane
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

Silver Oak Financial Solutions - Wells
Rob Stokeld
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.

Silver Oak Financial Solutions - Wells
Georgie Lucas
5/5

Ben has been incredible help with the purchase of my first house from start to finish.
Having purchased the property at auction I did not think I would be able to get a mortgage within the 28 days I had prior to completing so approached Ben around helping me with a home owner loan once the purchase was completed. However Ben sorted the mortgage in less than 7 day - ensuring to get the application approved prior to a rate increase!
He also looked at insurance options with me and having looked at what I had already saved me £35 a month on something I may have taken out but not needed.
I am so grateful to Ben and would definitely recommend him - Thank you ?

Silver Oak Financial Solutions - Wells
Paul James
5/5

Ben was incredibly helpful in organising the remortgaging of a property for me and life assurance to go with it. It was not entirely straight forward. yet he was always on hand to guide me through the process with his expert knowledge. The products he suggested were ideal for my circumstances and good value. He worked quickly and efficiently to meet all deadlines to ensure that the products remained available. Thank you, Ben, it has been a pleasure doing business with you.

Silver Oak Financial Solutions - Wells
Brad Hope
5/5

Cannot recommend Ben highly enough. As first time buyers with very little knowledge as to mortgages and general steps to buying a house, Ben guided us through every step and handled a lot of the stress for us.
He was even available outside of normal office hours for any questions or queries we had which suited our work lives perfectly.
Thank you Ben for all of your assistance in us buying our first house.

Silver Oak Financial Solutions - Wells
Nicoleta Raportaru
5/5

Ben has helped me obtain my mortgage in time of COVID. He spent time to explain the implications for each option and help me understand what will work best for me. He is great to work with, responsive, diligent and helpful. He also builts rapport easily which is a trait many of us need when we go through this process first time - a friendly face makes a huge difference! Will recommend Ben to my friends any time - which is exactly what I've done :). Thank you Ben for all your help!

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