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Oaklea Financial Management

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4.3 12 reviews
oakleyifa.com
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12 Reviews

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Brad Clearwater
Reviews 1

Oaklea Financial Management provides excellent financial advisory services. Their team of experts helped me with retirement planning and investment management. I highly recommend their services to anyone looking for professional financial advice.

Tim Vorm
Reviews 1

The financial planning services provided by oakleyifa.com were top-notch. The team helped me develop a solid investment strategy tailored to my needs. I am very happy with their expertise and professionalism.

Michelle Meldrum
Reviews 1

👍 I would like to express my gratitude towards Oaklea Financial Management. They have been instrumental in helping me achieve my financial goals. The team is highly professional and competent. I would highly recommend their services. 👍

Lenny Beckerman-Rodau
Reviews 1

👍 Oaklea Financial Management has made a significant positive impact on my financial well-being. The team has been great in explaining complex financial matters in simple terms. I highly recommend their services. 👍

Louise Brice
Reviews 1

I have been a customer of Oaklea Financial Management for several years now and I am extremely satisfied with their services. The team always provides expert advice and guidance. I cannot recommend them enough!

Samuel Bond
Reviews 1

I have been a loyal customer of Oaklea Financial Management for many years now, and they have consistently provided me with excellent financial advice. Their expertise has helped me achieve my long-term financial goals. I cannot thank them enough!

Wenbin He
Reviews 1

I am really impressed with the services provided by Oaklea Financial Management. They have helped me make informed decisions about my investments. Their team is knowledgeable, responsive, and trustworthy.

Orion Fitzgerald
Reviews 1

I recently utilized the services of this company for my financial planning needs. The team at oakleyifa.com was extremely knowledgeable and provided great recommendations. I am very satisfied with their services.

Simon James
Reviews 1

Glenn from Oakley Financial Management couldn't have been more helpful as our mortgage advisor. Explained a complex process simply, was very patient with us, totally understanding and knowledgeable about the unusual financial circumstances of my freelance work (and knew which banks would understand this too), wasn't pushy at all with insurance etc - just laid out all of our options simply and plainly. Oh and he didn't take a penny off us, explaining that he gets paid from the mortgage lender and that any mortgage advisor who tries to charge you a fee is trying it on!

Nathan P
Reviews 1

Glenn my mortgage advisor was top draw. Always on hand to assist with any queries or questions I had throughout my mortgage application, and always had the interest of his clients as his priority. Highly recommended.

Peter Underwood
Reviews 1

Glenn has worked on a couple of mortgage applications for us over the last 18 months from a remortgage to a relocation mortgage. He's always willing to go out of his way to help and to offer honest advice. Having used a couple of financial advisers before, the work Glenn puts in on behalf of his clients is above and beyond anything i've experienced before. Responses to emails and applications dealt with promptly and nothing is too much trouble. I've been recommending Glenn to those who I know are moving and need remortgages and will continue to do so. I wouldn't consider using anyone else wholeheartedly recommend and will be back again myself when we move or out term is up. Thanks again Glenn for all your hard work. I know most of it often goes under the radar with what you do, but it is greatly appreciated! Keep up the top work. Pete & Amy Underwood