Based in Wells, Somerset, Silver Oak Financial Solutions main objective is to build and maintain relationships with our clients by addressing their financial needs now and in the future.
We provide financial advice to clients both in the South West of England & London.
We offer a wide range of financial services which include; Mortgages, Savings & Investment Planning, Retirement Planning, Estate Planning, Intergenerational Wealth Planning to name a few.
Our service is grounded in the highest professional standards. We recognise that each of our clients are unique and as such deserve a bespoke service, tailored to their own financial needs and future aspirations.
Silver Oak Financial Solutions
Melbourne House Business Centre
36 Chamberlain Street