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Testimonials

Don’t take it from us, take it from the people who already know us.

Where it concerns your hard-earned cash, or protecting your family’s future, you really want to feel that you will be listened to and that your wishes will be taken seriously. Here’s what some of our clients think about us.

Wealth preservation

Built on trust

“With all the volatility of money markets it is most important to have the best advice from people who have their finger on the pulse so that advantages can be taken and pitfalls avoided. When we found ourselves with investment opportunities we were confident that Oakhouse would be the ones to benefit our interests and after many years we have not been disappointed. A meeting with Darren as an annual review is a fixture in the diary but he is always available by e-mail or phone between time along with any relevant updates as he deems necessary. It is always reassuring to be able to conduct business in a face to face meeting with someone who inspires trust while handling your life savings.”

Alan, Spalding

Wealth preservation

Good early results

“Every meeting we have had has always been informative with a very good written report to back up all the information. The results I am now having are very pleasing and I can see a good future with you and your team. Again, the actions we have agreed to take on your advice have been excellent with some good early results and Susan and I are looking forward to a good working relationship with you and your team.”

Mick and Susan, Grantham

Pension planning

Enjoying retirement

“Retirement, particularly early retirement is a major step in anyone’s life. My wife and I were exactly at that crossroads in our lives, so following a recommendation we contacted Oakhouse. Seven years on, we are still enjoying retirement and have regular meetings with Darren who is always there to guide and update us.

I can honestly say that without the help and advice from Oakhouse I do not believe that we would have enjoyed the standard of living we have, since retiring seven years ago.”

Martin, Spalding

Wills and probate

Excellent value

“Due to changes within our family we both felt it was time to update our wills. Caroline helped us to compose our thoughts and make decisions and the whole process was made easy by her pleasant manner and professionalism. It all appeared much more straightforward than going through a solicitor and in the end turned out to be time well spent and excellent value.”

Duncan and Karen, Kettering

Life assurance

In safe hands

“Janet advised us on life insurance and critical illness cover. She has a wealth of knowledge and we feel safe in her hands knowing our future financial plans are in place. We wouldn’t hesitate to recommend her.”

Julie and Ian, Spalding

Take control of your family’s financial future