Blue Ocean Financial Planning

Having been recommended by a friend after a previous bad experience with financial advice, I have only positive things to say about John/Annabel and the team. They gave me the confidence to trust them and are always happy to talk through ( several times if necessary !) any
queries or worries. They take the time to make sure clients are comfortable with their decisions and I am very glad I went to them.

After being made redundant after a long career, I had several options available to me with respect to my pension and decided to seek financial advise. John and his magnificent team have a wealth of knowledge and experience that gave me the confidence of knowing I had made the right decision to invest with them.

I used blue Ocean on the recommendation of a friend and I am not disappointed. I was looking for a mortgage which could’ve been tricky given I’m over 60. It was no problem for Laura. She searched and worked so hard to secure me a suitable mortgage. I am really pleased with their financial services and would definitely recommend.

Blue Ocean has been looking after my pension, and investments for the last 8 years, which have done very well. Recently they also completed a very difficult and complicated mortgage switch, which again has worked out advantageously, against all odds. The team at Blue Ocean have always been extremely supportive, very informative and have always gone out of their way to find the best and most ethical solutions. I can’t recommend them enough.

Blue Ocean have provided good financial advice for me over a number of years but when it came to retirement some big decisions had to be made. John and Annabel were extremely helpful in setting out all the options and providing balanced and friendly advice to help me make those important decisions. They did all the hard work and Annabel smoothed the way to get everything in place in good time. They continue to help and keep things under review in case we need to make changes. I would strongly recommend Blue Ocean for balanced financial advice

We recently had help and advise from Blue Ocean with regards to remortgaging and also choosing a new and better Life Insurance that suited us better. They made something that I find pretty stressful, very straight forward! Laura was wonderful, so helpful and informative and so easy to talk to. Would definitely recommend their services.