Silver Oak Financial Solutions

Financial Planners
Melbourne House, 36 Chamberlain St, Wells BA5 2PJ
01749 681388 Directions

Ratings

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Opening Times

Monday
09:00 - 17:30
Tuesday
09:00 - 17:30
Wednesday
09:00 - 17:30
Thursday
09:00 - 17:30
Friday
09:00 - 17:30
Saturday
Closed
Sunday
Closed

Most Recent Comments

  • November 2023
    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... read full comment
  • August 2023
    Thank You Ben. Absolute pleasure to deal with you, Ben clearly has vast experience which makes you feel at ease. Many thanks Dino
  • April 2023
    Ben has been incredible help with the purchase of my first house from start to finish.Having purchased the property at auction I did not think I would be able to get a mortgage within the 28 days I had prior to completing so approached Ben around helping me with a home owner loan once the purchase was completed. However... read full comment

More Comments(20)

From Silver Oak Financial Solutions

Based in Wells, Somerset, Silver Oak Financial Solutions main objective is to build and maintain relationships with our clients by addressing their financial needs now and in the future. We provide financial advice to clients both in the South West of England & London. We offer a wide range of financial services which include; Mortgages, Savings & Investment Planning, Retirement Planning, Estate Planning, Intergenerational Wealth Planning to name a few. Our service is grounded in the highest professional standards. We recognise that each of our clients are unique and as such deserve a bespoke service, tailored to their own financial needs and future aspirations.

Other Information

Products and services: financial planning, financial services, pensions, mortgage advice, life insurance, life assurance & pension consultants, investments, child trust funds, buy to let mortgages, income protection insurance, investment banks, investment consultants, stockbrokers, tax planning, estate planning, inheritance tax planning, long-term care planning, equity release, annuties, individual savings accounts (ISA), junior (ISA), family protection, financial advice, financial consultant, pension reviews, wills, power of attorneys, residential mortgages, financial consultants, foreign currency, life assurance and pension consultants, financial advisers, mortgages, FCA Regulated
  1. Wells, Somerset

Silver Oak Financial Solutions

Financial Planners in Wells Melbourne House, 36 Chamberlain St, Wells 01749 681388

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