After we lost a lot of money rapidly in a few months and dealing with the previous selfish, greedy & ignorant financial adviser, we had had enough, and we knew that we needed a good reputable another financial adviser who is honest, a good listener, and genuinely care for the client. But we didn't know who to contact. We searched a reputable financial adviser online.Then we found Mr. James Harper from an OAK Advisory company online by chance. When we contacted the office Mr. James Harper sent me an email promptly for a free meeting for the first time. He is punctual, patient and listens to what we want to do for our financial needs. As soon as I saw him I knew he was a trustworthy person. So we agreed to make a contract with him. He prepared SOA (a Statement of Advice)for us which is good advice, simple, easy to understand and with a reasonable amount of fees. We thought he is a suitable financial adviser for us as we both are a self funded retirees. We accepted his advice and he arranged all the paperwork for us. We are now happy with our new financial arrangement without spending massive amount of fees. Mr. James Harper (OAK Advisory) is the most honest person and has a great deal of integrity that I know and has a gift for being tactful with his honesty.
