OW Financial Planning Reviews 6

Oliver is professional and approachable. He has given me sound advice over the past few years. He explains how investments work with clarity and has given me sound advice over the past few years. I would thoroughly recommend him to anyone looking to invest money.

Oliver gave clear advice and helped make the changes I needed to simplify my finances, improve performance and reduce management costs.

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

Oliver Wickham is professional and friendly. He explains things clearly so to have a full understanding which is very reassuring. Can highly recommend.

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!

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.