Silver Oak Financial Solutions - Wells

Okay, here’s a comprehensive overview of Silver Oak Financial Solutions, presented in a formal and helpful tone, designed for someone seeking financial guidance:

Silver Oak Financial Solutions: A Trusted Partner for Your Financial Future

Silver Oak Financial Solutions is a respected and established financial consultancy based in Wells, United Kingdom. Dedicated to providing tailored financial advice and planning, the firm operates from its address at Melbourne House, 36 Chamberlain St, Wells BA5 2PJ. Individuals seeking expert assistance with a range of financial needs can readily contact them via telephone at 1749681388. Their website, silveroakfs.co.uk, provides valuable information and allows for convenient online appointment scheduling.

Specializations and Services

Silver Oak Financial Solutions specializes in three core areas to meet diverse client requirements:

• Financial Consultant: Offering strategic advice on investments, savings, and wealth management.
• Financial Planner: Developing comprehensive financial plans designed to achieve long-term goals, considering individual circumstances and risk tolerance.
• Mortgage Broker: Assisting clients in securing the most suitable mortgage options available in the current market.

Key Features and Accessibility

The firm distinguishes itself through a client-centric approach, prioritizing clear communication and understanding. They provide both online appointments and on-site services, catering to individual preferences. Silver Oak Financial Solutions is committed to accessibility, featuring a wheelchair-accessible car park and wheelchair-accessible toilet facilities. Restrooms and appointment scheduling are also readily available. It’s important to note that appointments are typically required for personalized consultations.

Client Feedback and Reputation

Silver Oak Financial Solutions boasts a strong reputation, evidenced by 53 reviews on Google My Business, with an impressive average rating of 4.9/5. These reviews consistently highlight the firm’s dedication to building strong client relationships and delivering practical, insightful advice. Many clients commend the team's ability to translate complex financial jargon into easily understandable terms, creating a comfortable and informed experience. There’s a clear emphasis on attentive listening and a genuine desire to understand each client’s unique situation and objectives.

Contact Information & Further Details

| Category | Information |
|--------------------|------------------------------|
| Address | Melbourne House, 36 Chamberlain St, Wells BA5 2PJ, United Kingdom |
| Phone | 1749681388 |
| Website | silveroakfs.co.uk |

Concluding Recommendation

For individuals seeking a trustworthy and knowledgeable financial partner, Silver Oak Financial Solutions presents an excellent choice. Their dedication to client service, combined with their expertise in financial consulting, planning, and mortgage brokerage, makes them a valuable resource. We strongly recommend visiting their website at silveroakfs.co.uk to schedule a consultation and explore how they can help you achieve your financial aspirations.

👍 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.

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!

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!

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!

Vlad I. I.

5/5

Ben is extremely good at his job and immensely helpful in navigating mortgages and financial products. I look forward to working with him again

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.

chris B.

5/5

Ben has been helping me understand my finances, and nearing the end of my working career is helping with my pension options, for once giving me the opportunity to prepare for a future which was looking pretty grim a while ago.