Rahul approached this task with a high degree of professionalism, courteousness and sensitivity to my needs, being a careful, cautious small investor. He has sort the best deal available for my circumstances, answered many dumb questions with patience, tact, diplomacy and offered sound advice that has led to the best overall available foundation, such that I can now feel fully prepared for the future ahead of me as a ‘retired’ member of society. A2O should be proud of this versatile colleague and his attitude towards work, always available for discussion whatever time of day and ready to assist.
I have used Acorn to Oaks for approximately 3+ years. They handle all of my business insurance needs, always going the extra mile to ensure that my company needs are addressed and catered for. Furthermore, when things were not going well, the company director was still ringing around at 10pm, making certain that my business was secure. I wouldn’t recommend anyone else. Acorn to Oaks are always willing to help. Special thanks to Jan & Claire for being there when it mattered.
I have dealt with Jan Biddulph of Acorn to Oaks Financial Services Ltd for 10 years and have no hesitation in recommending him or any of the other Acorn to Oaks staff to you for a great price and a quality service.
Just to let you know that we received our payment today against the cost of our cancelled holiday. Thank you to all concerned for such a quick and brilliant service. Wonderful to know that you are there for us, we never regret a moment since our first introduction.
Following the retirement of my Financial Advisor of over 35 years I was placed in the hands of the Company that took over his clients.
After being accustomed over these 35 years to a very professional and friendly personal service now found myself as just a number in the new Company and looking back in retrospect I found myself in a dilemma whereby having very little knowledge in the ins and outs of finance I felt I couldn’t turn to a friendly person in that Company for personal guidance.
At the end of last year Mark Smith and I spoke on a totally unrelated matter. In the course of the conversation I recalled how he had briefly in the past helped out in organising some ISAs for me and I discovered that he was now an associate of A2O.
As he was previously very helpful in the setting up of these ISAs I invited him to our house where he gave my wife and myself an excellent presentation of A2O and I was entirely happy to engage him as our new Financial Advisor feeling that I had at last found a worthy successor to my retired friend of35 years and once again felt comfortable to discuss those financial matters that are so important with my forthcoming retirement.
During the course of him sorting out my affairs he discovered several inconsistencies that were not picked up by the Company that took over my affairs. All these have now been put right and I am happy to say that once again I feel that here is a man in whom I can place my trust. He is always pleasant and knowledgeable and is prepared to go that extra mile to help us and I can thoroughly recommend him and A2O to provide a courteous personal financial advisory service. I have recommended him to family and several friends and feel confident that our professional relationship will last as long as the one with my initial Financial Advisor.
Acorn to Oaks has worked alongside DAC to fine tune multiple insurance policies to cover quite unique needs. In a high-risk industry, Claire has worked tirelessly to ensure a high level of cover, with a realistic price tag. A huge thank you to all the team at A2O’s, keep up the first class service you provide!
The service we received from Chris was first class. Having used an IFA a number of years ago, and having a terrible experience with them, the thought of going through this process again was daunting. How wrong were we? Chris was amazing! He kept us fully updated throughout the whole process, nothing was too much trouble for him and he remained both professional and easy to approach throughout. I would definitely recommend Chris to anyone needing mortgage advice and wouldn’t hesitate to contact him again. Thank you so much.