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Open Financial Advice

E14, London

(10)
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About

Here at Open Financial Advice, we believe in full transparency, a breadth of full whole of market financial advice and an excellent customer experience, within working hours designed to best suit the needs of our clients. We're available for appointments up to 9pm Monday to Thursday and to 5pm on Fridays.

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Verified business
2 hires on Bark
2 hour response time

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Reviews (10)

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5/5

10 customer reviews

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25 January 2024

Aaron helped me buy my first home and since then has been a very dependable advisor as my circumstances have changed over the years. He is very clear and easy to work with and really looks at the big picture. More...

25 January 2024

Aaron has advised me on two house purchases. The service he provides is professional, helpful, and friendly. Would highly recommend to anyone, and I will continue to use his services.

25 January 2024

Over the past 15 years I have invested and had financial advice from a range of companies. Aaron has always provided me with the most personalised service and I have only had fantastic advice on mortgages and other investments. I would truly recommend him to anyone looking for personalised support and advice. More...

25 January 2024

I used Aaron to get a mortgage recently. I tried a few companies that told me they couldn’t help. I was about to give up before someone recommended Open Financial Advice. He was so helpful throughout the process and explained everything in Layman’s terms. I honestly couldn’t recommend highly enough. Thank you Aaron and Open Financial Advice! More...

25 January 2024

Aaron has advised us on several financial matters over the past few years including property purchases and recommendations on how to get the best out of our money. He is extremely knowledgable in his field and non-judgemental when advising. I trust Aaron implicitly, both to keep my personal financial status confidential and trust that he has my family’s best interests at heart. In short, I’d thoroughly recommend him and his business. More...

25 January 2024

I have called on Aaron’s services for a number of years now. Each time has involved a slightly different set personal circumstances, to which Aaron has been very understanding and always managed to identify the best route for us through his advice. I have recommended friends to Aaron, who have always been glowing in their feedback of him and what he has done for them. I couldn’t recommend him highly enough and he will be my “go to” for financial advice. If you want the best advice around with a tailored personal touch then Aaron is the man! More...

25 January 2024

Aaron was amazing and so helpful with my mortgage. He explained everything to me in a way I could fully understand it and kept me constantly updated along the way, as well as always being available if I had any questions. Will use Aaron again when my mortgage is due for renewal without a doubt. More...

25 January 2024

I purchased my flat 5 years ago and Aaron provided me personalised financial service.
Aaron is very knowledgeable and provided fantastic advice in different areas including mortgage.
He is very friendly and supportive always working in your best interests.
I really recommend him and I will not hesitate to contact him again.
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25 January 2024

Aaron helped me buy my first home 8 years ago, and since then he has been my go-to for another property purchase and two mortgage renewals. He simplifies the process with clear, straightforward advice and really takes time to explain options and make you feel comfortable. I’ve recommended him to multiple friends and wouldn’t go anywhere else! More...

25 January 2024

Aaron has advised us on 2 moves and several mortgage term renewals. He’s always been on top of the best offers in the market with our circumstances and has had our interests at heart throughout. Will continue to use Aaron’s services and have recommended him to several friends and colleagues who have been delighted working with him as well. Couldn’t speak more highly of him! More...

Q&As

Making long lasting client relationships: understanding all aspects of a client's current and future requirements is a large aspect of the occupation. Often not enough listening takes place from advisors and we enjoy really getting to the core of our client's drivers and passions in order to deliver the best service available.

I believe there's a lack of openness and transparency in the financial advice world and I wanted to be part of how that changes for the future. Our fees are detailed in full on our website and we aim to be as flexible with our availability and offering as broad a range of services as we possibly can be within the financial advice space.

There's many reasons to choose us and not too many not to choose us - we're experts in what we do and our large range of financial services, evening opening hours, and very low comparative costs are big reasons to work with Open Financial Advice!

Absolutely - we have the option for multiple types of virtual meetings, by phone call, email. You can even contact us on Whatsapp!

Covid-19 enabled the workforce across the UK to be more remotely minded and as a result the majority of our appointments are able to be conducted from your place of work, from your home or remotely elsewhere. When meeting clients face to face, full precautions are taken for masks and sanitisation to ensure very low Covid risk. Please let us know should you have any particular Covid related concerns and we would be glad to ensure we meet these for you!

Services

Access to all lenders across the UK market means we have the best proposition for your specific requirements. Each lender has their own different rigid set of criteria of what they will accept, unfortunately no length of customer loyalty will change this which many do not realise about their own bank. With our knowledge on all UK lenders, our aim is to deliver directly to your requirements at the lowest interest for your personal financial position.

Protecting your finances is vital with Life Cover, Critical Illness Cover and Income Protection as main tools to do this - we're here day and night to secure your home, family and lifestyle at the lowest possible costs.

As fiduciaries acting solely in your best interests, we write out to all of your pension providers free of charge to get a full overview of your retirement projections. Our aim is to improve on this wherever possible for your benefit, discussing tax, IHT, annuities and your future lifestyle requirements along the way.

As fiduciaries, we also offer full investment advice for both existing and new investments with no minimum amount required. We pride ourselves in offering low cost, expert investment advice with exceptional service. We review your position for tax, risk and growth goals and provide the vehicles for you to meet your targets.