“Julian is my financial prop. He smooths the path through an increasingly frustrating tangle of ‘best deals’. I wish he were available to sort all of modern life’s problems! He is also helping other members of my family, for which I am hugely grateful.”
“Julian of Oates Financial Planning has been advising me personally and my companies S4S (UK) Limited and Smilelign Limited for the past 3 years.
Julian’s advice including; pensions (personal & company schemes), mortgage, insurance and other investments has been first class. He always explains the various options in sufficient detail to allow me to make good informed decisions.
I am very happy to recommend Oates Financial Planning, I am sure you won’t be disappointed if you are looking for sound financial advice.”
Commercial Director S4S (UK) Ltd
“Julian was recommended to us by a friend after having issues with a previous IFA. From day one his advice has been very well researched and has always delivered what has been promised. He has gone above and beyond the service level that I have experienced from a financial advisor in the past. Most recently he has introduced company and personal pensions along with help and advice obtaining commercial, residential and buy to let mortgages. We can’t recommend him and his company highly enough.”
Technical Director Smilelign Ltd
“Julian has been my financial adviser for the last ten years. During that time he has given me sound advice, always discussing my accounts fully with me and advising me about current risks and changes. I am very happy with his service.”
“We have used Julian’s services for pension issues. He has been extremely professional and worked really hard to get us the best deal
We would certainly use Oates Financial Planning in the future”
John & Julia
“The best thing about Oates Financial Planning is that they will constantly update you on progress, they will meet with you at least twice a year in person at your home to explain in detail all the transactions and never make changes without consulting you first. Julian is always available on the phone, or by e-mail and will always immediately respond.
The service has been so good that I recommended them to a colleague who is equally impressed.”
Philip & Susan
“We have used Julian as our financial adviser for nearly ten years. Not only for our personal pensions but also our mortgages. We find Julian to be open, straight forward and knowledgeable when it comes to providing our advise. Someone you can get hold of anytime when you need him!”
Bryan & Susan