O W Financial Planning Financial Solutions Simplified
Based on authentic user experiences
Anne
6731 reviews
N/A
5 months ago
Clear Understandable Advice
After receiving a small inheritance I was looking to make an investment I did a lot of research and ended up thoroughly confused At this point I went onto the Martin Lewis Money Saving Expert website and followed their links via Unbiased to find an Independent Financial Adviser they put me in contact with Oliver of OW Financial Planning who could not have been more helpful My initial free consultation with Oliver was over an hour long We discussed my personal circumstances and the types of investments best suited to me Oliver explained everything in a clear and easily understandable way He followed this with a written overview of everything with had discussed and his conclusions This gave me the confidence to go ahead We then had a second consultation where Oliver went through everything in detail making sure I fully understood the potential risk to gain balance Every step of the way I was provided with clear and easy to understand documentation Oliver has now set up an Investment Portfolio for me and I really cannot thank him enough for all his time patience and hard work I would not hesitate to recommend him
Lisa
6731 reviews
N/A
5 months ago
Exceptional Financial Guidance with a Personal Touch
I cannot recommend my financial advisor Oliver highly enough His expertise in pension advice has been invaluable especially regarding consolidation and additional voluntary contributions He took the time to understand my financial goals and provided tailored strategies that truly made a difference What sets Olly apart is his personal approach He worked at my pace accommodating meetings in my home which made the process comfortable and convenient He was also more than happy to meet with my partner allowing us to discuss everything thoroughly before making any commitments The advice I received was not only insightful but also incredibly value for money I feel confident knowing that my financial future is in such trusted hands If you re looking for someone who genuinely cares about your financial well-being look no further than Olly for exceptional advice and ongoing future planning and guidance
Paula Mason
6731 reviews
N/A
5 months ago
Highly recommended
Oliver Wickham is professional and friendly He explains things clearly so to have a full understanding which is very reassuring Can highly recommend
Sanjeev
6731 reviews
N/A
5 months ago
Oliver has been an adviser for my wife
Oliver has been an adviser for my wife and I for over 10 years He has assisted us with our financial planning and has always looks what is best in our interest He always puts clients first and delivers the best possible options to enhance our wealth We cannot thank him enough We would highly recommend Oliver to anyone who needs financial planning Sanjeev and Sue
Nigel Stephenson
6731 reviews
N/A
5 months ago
Helped to improve financial performance and reduce costs
Oliver gave clear advice and helped make the changes I needed to simplify my finances improve performance and reduce management costs