Testimonials

What our clients say about us:

“Helen was recommended to me by one of my Partners when I was complaining that I wanted more control over, and understanding of, my finances than any of the financial advisers I had seen over the years had given me. He said he thought I would get on with Helen and would find her approachable and trustworthy. He was absolutely right. With Helen’s help I have finally managed to sort out the various pension schemes I had accumulated over the years and now have a much better understanding of how to make my money work for me.”

                                 Lisa Jordan, Solicitor

 

“I have nothing but praise for the friendly, efficient service that I have received from Helen and her team at Oaklands. Nearing retirement and having built up a fund in speculative unit trusts I felt exposed to the volatility of the Stock Market. Helen provided personalised attention providing impartial, balanced advice that instilled trust and confidence and has enabled me to build up a balanced portfolio of investments which are reviewed every 6 months.”

Michael Nicklin, Cert.Ed, Bach.Ed

 

“Oaklands helped us to finance the purchase of a holiday home abroad… when our personal pensions needed an overhaul, they were excellent… when business insurance became a priority, they took the drudgery out of searching for the best providers. Oaklands ensures that all our financial needs are looked after by knowledgeable and friendly professionals, led by Helen Blackburn, whom we trust to look after our best interests.”

Prof. Eugene Ostapiuk

 

“We know that good financial planning is of paramount importance at all stages of life, but how do you cope with the complexities of pensions, insurance, inheritance tax, portfolio management – and many others where a wrong decision can spell disaster? The answer for us has been a sound financial adviser who, by means of a continuing relationship over the years, has been available to support these vital decisions as they arise. However, you must select the right people! For us, the answer has been Helen Blackburn and her team at Oaklands with top marks for competence and approachability. We wholeheartedly recommend her services.”

Roland and Leslie Clifford, Sutton Coldfield.

 

"From our first meeting, Helen put me at ease and explained pensions and investments etc. in layman's terms, which I think is very important. I feel that I have control over my financial affairs due to the support and advice received from Helen and her team.

Lynne Turner, Secretary

 

“Helen and her team have been invaluable to me. From the moment I first talked to her, she put me at ease about all my affairs and explained everything in language I could understand! I would definitely recommend her services.”

Devyani Gupta, Project Manager

 

“Helen of Oaklands came highly recommended to me and in the time that I have known her I am very pleased with the service that has been provided. I feel much happier knowing my affairs have been tidied up and will be cared for in the future.”

Graham Pinchbeck, Company Director

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