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9AM - 5PM
25A Northumberland Ave
Financial Planners
“Can definitely recommend this company, even though I am not a client, Jamie has treated me with a lot of respect and patience - answering all my questions and even adding on extra information that I didn't ask for.”
“The DBS came out within one week. I was really surprised though guess I was lucky. I also called the office and the lady was nice. Even the tracking service is really good and precise”
“With over 35 years experience in the financial services industry and close to 20 years personal involvement with their Operations and Front Office team, I am well placed to endorse Oberon’s professionalism, high standards and excellent client service. Nicky and Simon are first class. In recent years at a previous firm, Oberon took on a number of high value and complex securities relating to the biggest administration in financial services history, which most firms did not have the capability or capacity to handle. This arrangement was commercially well priced and dealt with in the strictest of confidentiality. I have also seen at first hand their sound generous charity and philanthropic principles. Couldn’t recommend them more highly.”
“I originally met the representative from T\\u0026B two years ago but at the time, due to personal circumstances, did not proceed to invest. Having now made the decision and received high quality advice, which more importantly was advice that I could understand, all I can say is that I sincerely regret not having made my investment decisions two years ago. I am confident that the staff at T\\u0026B will genuinely do their best to ensure that my investments are safe, well managed and regularly communicated to me. I don't think I can ask any more than that. It's been a pleasure doing business with them.”
9AM - 5:30PM
5th Floor
Financial Planners
8AM - 6PM
2nd Floor
Financial Planners
8:30AM - 5:30PM
Salisbury House
Financial Planners
9:30AM - 4:30PM
Suite 3
Financial Planners
9AM - 5:30PM
33
Financial Planners
9AM - 5PM
Marlow House
Financial Planners
“I highly recommend the senior partner Jonathan Walne who is a brilliant IFA. The service is second to none: queries are dealt with the same day, he uses clear language a layman can understand and he always willing to talk things through on the phone when needed.The service includes two face-to-face meetings a year, one full written review and a six month valuation report. I feel this is good value for the 0.5% p.a. management fee and I have no hesitation recommending him to others.”
9AM - 5:30PM
8 Waterloo Pl
Financial Planners
8:30AM - 6PM
4th Fl
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
Financial Planners
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Financial Planners
Financial Planners
“‘I felt that the money I have been saving was in the wrong place i.e. getting next to no interest and I was unsure what to do with my small personal pension. I am still working but don't know how much longer I will want to, but I was dubious about a financially comfortable future given my present arrangements. Neil moved my money around in such a way that if I wanted to retire tomorrow, I could; also he gave me great advice on my pensions, and other matters e.g. power of attourney etc. I feel reassured and much more confident about my financial future after meetings with Neil.’”