Very professional, friendly and there to answer any question I had. Highly recommend their services.
Highly recommend. We were first time buyers and Stuart made the process simple and efficient. We found our property and made an offer on the spot but the agents needed to speak to Stuart before stopping further viewings, so he dropped everything whilst at a conference and the rest is history. Buying a house is an emotional time, so having the mortgage element handled by a professional, yet down to earth person like Stuart was invaluable to us. Thanks Stuart.
Michelle A - August 2018
Stuart couldn’t have been more helpful when it came to arranging my mortgage. Was using another broker until my boss recommended Oakwood. Saved me a lot of money in the end and went out of his way to meet me at the weekend just before Christmas to get my application completed before the Christmas break. Friendly and professional to deal with and prompt to respond to any questions I had. Thoroughly recommended. Thanks Stuart.
Joe H - August 2018
We found Oakwood Mortgage Services a one stop shop when purchasing our first home. Myself and my partner were first time buyers and Stuart Jacob was highly recommended by my mother who is in the financial industry. Upon asking for a quotation Stuart was efficient and quick at getting us started and finding out about our needs and costs and what we could afford. He sorted out the mortgage for our property we wanted to purchase and sorted out a good incentive and great interest rate. He explained it to us with ease and was very clear about everything and sorted out a great deal for us whilst also always being available by phone even returning e-mails whilst on holiday. He also advised some conveyancers to use and the ones we used turned out to be really fantastic and were quick and efficient and needed no nudges or chasing at all, Honestly was a hassle free experience. We also had the pleasure of dealing with Dave Pearn for all our life cover and again hassle free. He came to our home during a time that was best for us due to having a 14 month old daughter and was available at all times we needed him (I honestly believe if I said 1:00 a.m. was the best time for us he would have been there to help us). He recommended some great policies and let us decide what we needed without being pushy in any way. He genuinely did just want us to be happy and get the cover that was right for us. All in all we cant recommend this company enough great people and make the whole process as stress free as possible. Really great friendly team. Thank you so much. Keep up the great work.
Stuart, Tracey & Lil Jess B - July 2018
Was your adviser professional in all respects? The advice I was given was extremely professional and timely and met my needs entirely. Which aspect of your advice process did you find particularly helpful? My requirements were not straight forward but the team at Oakwood were very supportive and managed to deliver. Would you recommend your adviser and Oakwood to relatives, friends and colleagues? I have already recommended Oakwood to a number of individuals and based on my very positive experience will not hesitate to continue to do so. Paola T – July 2018 Paul has recently arranged my mortgage and life insurance. I am very pleased with the speed and efficiency of the work that Paul has put in for me. I have been kept fully up to date with the progress that was being made. I have had to do no chasing. Paul is polite and courteous at all times and I would have no hesitation in recommending him to other associates of mine. Thank you Paul & Oakwood!
Gino T - June 2018
Fantastic service from Paul & Oakwood, I’m not going anywhere else in future for my mortgages!
Dan V - June 2018
Amazing and professional service at all times. Made completing my re-mortgage and new mortgage, as well as life insurance, simple and quick. Everything was explained in plain English as I am not very financially minded and guided me through the process like a knife through butter! Would recommend them to anyone and everyone. Thank you very much.
Kathy R - June 2018
Was your adviser professional in all respects? Absolutely, both on the phone and via email throughout the duration of the process. Which aspect of your advice process did you find particularly helpful? In explaining the options available, and where there was any bank ‘jargon’ this was explained fully. Would you recommend your adviser and Oakwood to relatives, friends and colleagues? I would for sure, and have done so recently and will continue to do so. Do you have any other comments about your Adviser? We have used Oakwood for several areas, such as Mortgages, Insurance and Pensions advice. They have always been professional and prompt with all aspects and would highly recommend them to anyone.
Colin R - May 2018
A TRUE PROFESSIONAL… I cannot recommend Mike Black from Oakwood highly enough. He sat down with myself and my husband and sorted out our pensions, life insurance and family protection. He explained the policies in detail (with as little jargon as possible!) and advised us on what is best for us and our circumstances as well as what we aim for in the future. So, if you are looking for a no-jargon, no-fuss Adviser looking to do the best with your investments together with access to several options at their fingertips then Mike is your man! Thanks Mike, Thanks Oakwood.
Claire C - March 2018
Which aspect of your advice process did you find particularly helpful? Richard’s ability to find the best mortgage at the best rate that suited our needs. Would you recommend your adviser and Oakwood to relatives, friends and colleagues? We have in the past and will do so again. Do you have any other comments about your Adviser? Only to say thanks to Richard for his excellent advice yet again.
Angus M - February 2018
I contacted Oakwood needing a mortgage of over £300,000 in a hurry, to buy out my Ex-partner and it had to be based on the first year’s worth of company accounts. I had tried everywhere else and been told based on my companies first year’s profit I would need two years of accounts or I was looking at an impossible mission. Stuart took on the mission and in less than two months had found a lender and secured the mortgage with a brilliant interest rate of less than 2%! An amazing feat from an amazing company.
Paul B - February 2018
The team and especially Stuart have a wealth of knowledge and recently were extremely helpful organising and guiding us through the application and selection of the right mortgage and insurance products for our son, enabling him to purchase his first home. We appreciated having direct contact with Stuart and all the forms and information needed were explained at each points of the process. I wouldn’t hesitate to recommend Oakwood Mortgage Services, their efficiency is second to none.
Rachael D - January 2018
I would have no hesitation at all in recommending the services of Stuart and the team at Oakwood. They are our absolute “go to” for mortgage products in a market that is saturated with offerings – they have a wonderful overview of the market and help us work out which product is right for us. They have the customer in mind throughout the process and are always professional, prompt and deliver great service – a rarity in itself these days.
Richard & Soozy G - December 2017
I would recommend Oakwood to anyone who would like a helping hand in finding a mortgage that suits their individual circumstances. Stuart took charge and acted very quickly at every step of the way, always perfectly helpful and completely professional. My remortgaging was sorted in no time and I felt safely looked after all through the process. I will definitely use Oakwood again when my mortgage is next up for renewal.
Jenny F - December 2017
Stuart and David have been amazing in organising our mortgage and insurance. Their efficiency and professionalism took away all the stress. They were always there to answer questions and offer advice, every step of the way. I would not hesitate recommending Oakwood to anyone.
Elizabeth M - November 2017
Thank you so much Stuart you are a legend. I will recommend you to anybody else and I appreciate your help, this means a lot, thank you.
Khaqan K - November 2017
We have used Oakwood for many years and will continue to do so as the advice and advisors are professional, kowledgable and deliver great value.
Dale C - October 2017
Was your adviser professional in all respects? Yes, five star. Which aspect of your advice process did you find particularly helpful? The very clear and easily to follow language used to explain the pensions complexities. Never lost me once. Would you recommend your adviser and Oakwood to relatives, friends and colleagues? Yes, very much so. Already talking to my wife about her moving her pension into the same arrangement. Do you have any other comments about your Adviser? Delighted with the quality and expertise applied to what best suits our pensions.
Brian W - October 2017
I have absolutely no doubt that the Oakwood team have saved us a great deal of money over the years, both from their advice and the products they’ve been able to locate for us. I wouldn’t hesitate to recommend them (and have done many times).
Phil E - September 2017
We have been really happy with the services we received from Oakwood and are now happily settled into our new home. Our adviser, Stuart, was friendly, professional and thorough in establishing the best deal for our circumstances. We were referred to him by a friend and will be happy to point any friends, who are looking to buy in his direction! It was also helpful to have life insurance and critical illness cover investigated for us by Oakwood.
Chris S - September 2017
I would happily recommend Oakwood for mortgage services. Thanks to them I secured a product that I wasn’t even aware of, which will both save me money and fit my needs perfectly. Stuart in particular is a fantastic professional that massively helped me through the process and accommodated my busy schedule and my short memory span. He is extremely diligent and service oriented, and a very smart individual. I would hire them again in a split second!
Maria FP - August 2017
Richard takes the time to fully understand your requirements, assess different possibilities, and realistically recommend the best solution.
Gordon S - August 2017
This is the second time we have used Oakwood for mortgage services. Initially we contacted Stuart while buying our first property. Had it not been for Stuart, I don’t think our first buying experience would have been as easy and pleasant. We were able to buy our first property without any hassle with his help with the whole process. He is very efficient and regularly follows up with the lender and other people involved without us having to chase him all the time. This time again, we contacted Stuart for our re-mortgage. He is just brilliant at his job and we didn’t have to worry about the re-mortgage process at all. Stuart is our go-to Mortgage Adviser! I highly recommend him to everyone who is looking for a professional and hassle-free service.
Shirish C & Parimala G - July 2017
Stuart handled our re-mortgage very professionally. Considering all the problems we set before him Stuart was very persistent in securing a very favourable mortgage deal. David was also very instrumental in arranging our insurance cover. We would definitely recommend Oakwood.
Margaret and Terry H - July 2017
Richard was professional in all respects, very helpful, friendly and trustworthy. I’d recommend him to friends, relatives and colleagues.
Daryl J - June 2017
We met Richard and went through our options and I have to say a professional to the last. The most helpful was Richards advice and calming effect he had on both of us, it made us feel like we were in good hands. I would have no problem recommending Richard he took the worry away and kept us up to date every step of the way . I can’t thank him enough.
CB - June 2017
A personable & professional service received without delay or incident, will no doubt be using Oakwood again.
Dan V - June 2017
I am very pleased with the service I have received from Stuart. He helped me with a quick quote and speedy process of my re-mortgage. My case is special as I was rejected twice and at that stage approached Stuart. He steered me through and made a successful application. Thanks Stuart and Team .
Veer A - April 2017
Stuart was amazing from day one. So helpful and extremely knowledgeable. Thank you for yours and your teams help on getting me into my new place.
Belle P - April 2017
We wanted to help our daughter purchase her first property, after studying for 10 years to get her PhD she had little saved. I had all sorts of ideas how to do this and it was really helpful talking through with Richard to eliminate the crackpot ideas and agree one that would work. Our daughter quickly found a house and made and offer which was accepted, having the undertaken preparation work with Richard meant that her offer was accepted in competition with others as she had her finance in place. Richard then needed to work fast to get a re-mortgage for us and a first time buyer mortgage for our daughter; the process ran very smoothly and Richard and team recommended mortgages with no fees and low interest rates for a fixed period. He kept an eye on the whole process such that good mortgage offers were quickly received enabling contracts to be exchanged within two months from offer. As a result of this great experience we would highly recommend Richard and Oakwood for sorting out mortgages.
Mike S - March 2017
Stuart is without doubt a highly consummate professional. I engaged his services when purchasing a property. He is highly diligent, thoroughly communicative and excellent at setting and managing expectations. Had it not been for Stuart, I don’t think I could have secured what I have done. I would happily recommend him for any mortgage transaction or financial advice, he is first class.
Kristopher J-N - March 2017
Can’t speak too highly of Richard. Nothing is too much trouble. He doesn’t promise the earth. He is very realistic with you. He is very diligent and talks you through everything and that’s what I like about him. I have nothing but good things to say, and I am quite a critical person. He’s very much helped us.
Andrew W - February 2017
I would like to say a very large thank you for your assistance in swapping my mortgage to the new package. Like so many other small business persons my income is derived from the non conventional route that is not recognised by the banks or building societies, although it is a recognised method of income and this I feel encourages the banks to penalise those who have supported them for many years and traps us into mortgages at higher rates. You have been able to negotiate with the same bank that I use but have managed to move the mortgage product to one that cuts the interest rate almost in half and although it has cost a small fee of £150 it has actually saved me approximately £6,000 in the next two years. I’m happy for you to disclose these figures to those who might feel sceptical about using brokers. I appreciate you derive most of your income from the banks and building societies as well and the fee I have paid as your client but this is quite justified with the savings available. So once again a very big thank you to and Oakwood.
Peter A - February 2017
Our time spent with Mike was both productive and pleasurable. He effortlessly took our affairs in hand (despite them having been neglected for some years) and was able to quickly make sense of what we had. His recommendations were well-reasoned and will save us a significant sum of money going forward whilst providing more appropriate levels of cover. Aligning the products with our actual needs, saving us money in the process. We weren’t previously aware of the particular products he was able to recommend, so without his help, we wouldn’t have been able to make the changes that we did.
Neil & Vanessa P - February 2017
Stuart and Mike have been with us every step of our journey! They’ve provided us with expert info and gone above and beyond any expectations that my wife and I have had!! Highly recommended!!!!
Steve E - February 2017
Overall very impressed with Mike. Not pushy and listened to our comments and quickly gained a feel for our attitude to risk and what we were looking to achieve.
Tony and Sheila P - November 2016
Michael gave a full and thorough explanation of how funds work and an excellent overview of alternatives available to me. I found him to be easily accessible, very knowledgeable and helpful during the set up of my retirement fund. I found the system complex, as I personally have had little experience with fund management. He took extra time to ensure I understood all the options available to me and that I was comfortable with the final plan.
Deborah T - November 2016
Michael was very professional and offered good advice according to my needs. I was originally interested in a pension scheme and life insurance and Michael guided me to the right root which benefited me more. We will be in contact in the New Year regarding my pension scheme. I was very happy meeting with Michael and looking forward to hearing his thoughts for the New Year.
Kelvin H - November 2016
After a work colleague found out I was looking for a mortgage she recommended Stuart, an Oakwood Financial Adviser to me. The next day Stuart met me to go through my options. Stuart took the stress of finding a suitable mortgage away and helped me understand all of the mortgage jargon. Nothing was too much trouble and he was always there to assist every step of the way. I cannot recommend Stuart highly enough.
Asta J - November 2016
Mike was able to help me sort out the transfer of my pension divorce credit, even going to the extent of liaising with my ex-husband to get the process completed. I had left it for over two years before, at last, finding someone to help. He also explained the investment strategy very clearly for me and will review things regularly in the future. I’m very glad to have an adviser who I can trust.
Petra F - November 2016
Stuart we’ve completed! Thank you as always for being the world’s best mortgage broker/house move shrink!
J & H - October 2016
Stuart, Mike and the team at Oakwood are very personable, knowledgeable and above all, helpful. Recommended!
Tim R - October 2016
Oakwood Mortgage Services were brilliant for giving me advice on what mortgage I should go for. They took away much of the pain of paperwork. They helped me understand the financial side and I’ve come out paying much less every month. The whole service was seamless from start to finish and I would highly recommend them to others. Great work!
Claire J - October 2016
Oakwood dealt with my mortgage in early 2013. Not only they are very professional but they are also very friendly and will find you the right product for your needs. They also give the right advice according to your finances. Having my mortgage dealt with by Oakwood was a real peace of mind. I am a foreigner and all of those papers and processes can give me headaches. I am very thankful for the help provided and in such short timescales. In 2015 I decided to re-mortgage my property and once again, I asked Oakwood. Again they found me the perfect product for my needs and my finances. I can only recommend them for now but shall I purchase another property in the future, Oakwood will definitely be my advisors.
Caroline D - July 2016
I recently used Stuart to change our mortgage when I realised that the cost had increased significantly after our existing product’s fixed period had elapsed. Stuart visited me in my home, took details and gave a clear explanation of what would happen next. Shortly afterwards we had prices for mortgage payments which were much more favourable than my existing provider was offering. After completing a few forms and dealing with the legals, the whole process was done reasonably quickly, which was a relief. I am extremely grateful to Stuart for taking the pain out of changing our mortgage and saving us a decent amount of money in the process!
David, Lindfield, West Sussex - July 2016
I would like to express my thanks to Stuart for his professional specialised advice, assistance and consideration during the search and application process for suitable mortgage products to meet my requirements. These factors have contributed to a very smooth running procedure. A comfortable rapport was established initially and subsequently in all communication. I have at no time felt overwhelmed by facts, figures or financial jargon. I will contact Stuart for future mortgage advice and will be pleased to recommend him to my associates seeking similar consultation.
Marianne P - May 2016
I’m so glad I asked Mike to to our premises to fill me in about auto enrolment. There was no rush and he explained everything thoroughly. He even took the time to spend 20 minutes with each of my staff to put their minds at rest with their financial queries. I can’t recommend him enough. If you’re looking for a straight talking financial advisor then look no further. Mike is your man.
Anthony G - May 2016
They are honest, friendly and so knowledgeable about products they are selling. They call you when they say they will, work to the budgets you set and are patient with customers.
Steph B - May 2016
Stuart was absolutely brilliant…guided us through complex mortgage arrangements and accessed mortgages the local advisor could not get. Heartfelt thanks for all his help
Gill B - May 2016
I have been doing business with Oakwood for many years now with multiple mortgage transactions. The fact that I have referred several work colleagues is a testament to their professionalism and the high standard of the work that they carry out making the process cost effective, streamlined and with minimal stress.
Sachin A - March 2016
A quick professional service for the contents insurance I took out with Oakwood today.
Julie M - February 2016
Richard came highly recommended and was great…from the start he explained things in plain English and was very patient with us. We will be calling on him again in the New Year as we’re planning on purchasing a buy-to-let property.
Francois M - December 2015
Mr Jacob was very professional and helpful and he assisted me throughout the process.