Frances Ford

Frances Ford

Major Oak Wealth Management

Frances's reviews

Reviewed for

Insurance and Protection ( 10 )

Mortgages ( 26 )

Pensions ( 23 )

Equity Release ( 4 )

Retirement income (annuities, drawdown) ( 8 )

Investments and Savings ( 19 )

Pension Transfers - Non Specialist ( 4 )

Inheritance Planning ( 4 )

Long Term Care ( 1 )

Pension Transfers - Specialist ( 3 )

Financial Planning ( 5 )

Financial Mentoring ( 3 )

Financial Coaching ( 2 )

Reviewers' assets

£200k - £500k ( 6 )

£100k - £200k ( 4 )

£50k - 100k ( 4 )

Up to £50k ( 10 )

Repeat review

by a verified client in Nottinghamshire

25 days ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Frances Ford helped you since your last review?

She provided a detailed report about my investment and answered all my questions. Even the naive ones!

Repeat review

by a verified client in Nottinghamshire

a month ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Frances Ford helped you since your last review?

Excellent support and advice and always available for phone support when needed

Review

by a verified client in Nottinghamshire

a month ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

For advise in my retirement

How has Frances Ford helped you?

With great advice who always has our best interest at heart she is understanding and considerate to our needs

Have you seen the outcome you were hoping for?

Yes mostly even when times are unpredictable

What could they have done better?

We feel we had the best service for our needs she is a very knowledgeable person .which makes us feel confident.

Review

by a verified client in Nottinghamshire

5 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

I wanted to receive advice on savings and open an account which keeps my money safe and builds over time. I also had my mortgage renewal.

How has Frances Ford helped you?

Initially I felt I was too young to consider investing but Frances helped motivate me and gave really good advice for the future. There is nobody I would trust more and she empowers me as a woman to save for a better life for me longer term.

Have you seen the outcome you were hoping for?

Yes, I feel more confident in my savings and Frances’ advice has encouraged me to progress my level of savings

Review

by a verified client in Nottinghamshire

5 months ago

Overall

Advice

Service

Value

What were the circumstances that caused you to initially look for an adviser?

Buying a second home and remortgage of another.

How has Frances Ford helped you?

Frances has gone above and beyond to help us get the best mortgage for a new property and to remortgage the existing one.

Have you seen the outcome you were hoping for?

Yes , 100%. Frances has done everything and more we ever wanted from a mortgage advisor.

What could they have done better?

Nothing. Everything was perfect.