Customized financial plan in London

“Alex Panousis, Thank you so much... He has been an incredible support to both me and the wonderful by helping with my back and mental health do to a really bad accident. He took the time and effort to truly understand and help, and it shows that he's a genuine guy who really cares. I'm so grateful for everything he's done,and I highly recommend him. I'm honestly so pleased with the results.”

“I’m so grateful I found Crystal Clear Solutions and had the pleasure of working with Hamal Patel and team. As someone on a low income with my daughter, I honestly didn’t think getting a mortgage was possible. But Hamal was incredibly patient, understanding, and supportive throughout the whole process. He worked so hard to find us the right deal and explained everything clearly. Thanks to him, we now have our own home. I highly recommend Hamal and Crystal Clear Solutions — truly a lifesaver!”

“Louis and his team are really great. They're friendly, and Louis is extremely knowledgeable and always does the research to help get you the best product. They're precise and the whole process with them is straightforward and as easy as can be. I'd definitely recommend them.”

“Danny @ Mortgages and Insurers Solution, I can’t thank you enough for the amazing job you’ve done from start to finish in ensuring that I secure my mortgage. You handled even the trickiest parts of the process with ease, always finding solutions and explaining everything in a way I could understand. You made the whole process smooth, stress-free and straightforward. Your patience, guidance, dedication and expertise was outstanding! Thank you so much Danny. I’m so grateful for all your support and would highly recommend Mortgage and Insurers Solution to anyone looking for a broker who truly goes above and beyond.”

“What I appreciate most about Mandip is his dedication and attention to detail. He was always available to answer any questions big or small. He went above and beyond to make sure every step of the transaction went smoothly. His professionalism, expertise, and personable nature made the entire experience pleasant and rewarding. I will definitely be using Ark Wealth Advisers again :)”

“Frog have been amazing throughout my house buying process right from Craig's initial call and advice to seemingly everybody on the team being their to help and provide support be it with insurance, following up with solicitors, helping guide me on the mountain of paperwork needed - there is always someone there and ready to answer my questions. We are almost there - thank you Craig, Ruth, Fiona, Katie and Danni! I would highly reccomend Frog Financial to anybody about to embark on the complicated process of house buying and the necessary insurances!”

“Tom and Jodie were brilliant in finding us our first mortgage, life insurance and home and contents insurance. It was a smooth and stress free process. Couldn't recommend this company enough. They were always on top of when the base rate lowered and our monthly payments/interest were considerably less than when we received our first mortgage offer. We look forward to working with you again when it comes to remortgaging.”

“I had a great experience with Crown Financial. My mortgage advisor was very, very helpful throughout the entire procedure and made the process much easier for me. I 100% recommend Crown Financial as a mortgage advisor.”

“We had an amazing experience with Jagpal as our mortgage broker! He was incredibly swift, kept us informed every step of the way, and made the entire process smooth and stress-free. Jagpal was always available to answer our questions and made sure we got the best deal possible. His professionalism and friendly approach made it a pleasure to work with him. We were conscious of the stamp duty changes around the corner, but Jagpal was very quick with his communication and got us a great offer very quickly. Highly recommend to anyone looking for a reliable and knowledgeable mortgage broker!”

“Would like to say a huge thank you to affinity financial advisors ltd! Bradley carter in particular!! Without Bradley as our mortgage adviser we wouldn’t have a clue ! He talked us through stuff and explained everything! He is a legend and a exceptional mortgage advisor!!! Well done! And thank you for all your help! X”

“Giles was an absolute pleasure to work with. His email communication was always prompt, clear, and professional. During our Zoom meetings, he consistently came across as polite, articulate, and patient, ensuring all my questions were thoroughly answered without making me feel rushed. Giles took the time to understand my personal circumstances, and the detailed report he provided gave me confidence in his expertise. At every stage, he explained the information in a way that was easy to understand, making the entire process smooth and stress-free. I never felt pressured or overwhelmed and truly appreciated his thoughtful approach.”

“Investing through Agility Financial Solutions has been the best financial decision I ever made by a long way. Initially they consolidated all the bits of pensions I had in multiple places. Since then they have invested and managed the funds in one of their portfolios. Alan Drysdale, and his supporting staff, have been excellent throughout. Very knowledgeable and efficient always, and friendly too. Investment performance has been very good and the funds have grown significantly whenever market conditions allow and even otherwise. I thoroughly recommend them.”

“I have now been retired for a year and still have Brilliance Financial Planning Ltd looking after my pension funds. It is working out wonderfully and I have confidence and stability in my pension finances. Love the regular yearly catch up meetings they are friendly and fun. I have now even included a family member in them so in the future when I am no longer competent to manage my affairs myself, they will be able to take over. Would highly recommend Brilliance Financial Planning Ltd to anyone. They take the worry and stress out of financial planning.”

“I would highly recommend Jacqueline Elliott at IMC. She was recommended to me by a friend for my remortgage and I couldn’t be happier with the service Jacqui provided. She was quick to arrange an initial Teams meeting where we discussed my requirements and Jacqui was really clear about the information she required from me. Within a few days, she was able to share the best options and talk me through the pros and cons of each. The whole process was completed in under two months and every step of the way, Jacqui kept me informed and was very quick to respond to any messages. She made what could be a stressful process absolutely seamless and I will definitely use her again.”

“So grateful to Harri and the team at London Financial Advisors. We needed a complex mortgage organised quickly. The team organised a great deal for us, in a super timely manner. They communicated and kept us updated on progress regularly throughout the process. Would highly recommend them!”

“I have used the services of Clifford Davis numerous times and would wholeheartedly recommend them to anyone seeking a professional service. Clifton is knowledgable, supportive and I have had a smooth remortgaging process from start to finish.”

“Miles has enormous patience and a way of explaining things so one is completely clear about the various planning options and propositions he is putting forward, tailor made for one's situation. He has helped reduce our inheritance tax significantly, guided us through various investments and given us complete peace of mind. I feel very comfortable with the advice he has given. If like me, you are not well versed in things financial and find modern technology rather trying - then Miles is your man! We have worked with him for many years, trust him implicitly and would wholeheartedly recommend him.”

“5-star in all respects. Initially I was somewhat sceptical about the need for a “Financial Advisor” but Paradigm Norton (and Tommy in particular) have been nothing short of brilliant and I cannot recommend them enough. As 2 working parents with 3 kids we are very time-poor as a family and the Paradigm Norton team ensure that our current and future financial affairs are in good order in a changing world, we balance today vs. tomorrow, and that we have a long term plan in place for us / our children. Trustworthy, transparent and always there to help - we are loyal clients since 2019”

“I have had the pleasure of working with Financial Angels and am thoroughly impressed by their unwavering dedication and professionalism. Their team exhibits an exceptional level of hard work, always going the extra mile to ensure accuracy and compliance. Integrity is at the heart of everything they do, and their honest approach to financial guidance instills a deep sense of trust. Whether it’s managing complex accounts or providing insightful advice, their commitment to excellence is evident in every interaction. I highly recommend Financial Angels for anyone seeking reliable and ethical accounting services.”

“I cannot recommend Money Honey Financial Planning highly enough! I came across their service while seeking assistance with my UK pensions from Australia. Their online profile immediately appealed to me, and from my first interaction with the team, I knew I had made the right choice. Despite being based in the UK, their internet-based service was perfect for my situation, and every step of the process was handled professionally and with clarity. What stood out the most was their honesty — although they couldn't offer me the most appropriate advice due to being unfamiliar with Australian tax laws, they helped me identify all my pensions and even guided me towards finding an Australian adviser who could better assist me. The online platform they use (Personal Finance Portal) is intuitive and easy to navigate, making the entire experience seamless. Every team member I dealt with (Jane, Rachel and Rod) was polite, approachable and genuinely looked out for my best interests. I always felt safe and confident in their care. Their honesty, integrity and professionalism were truly exceptional. I wouldn't hesitate to recommend Money Honey to anyone in need of financial advice. They go above and beyond, and I will certainly be sharing their name with my friends, family, and anyone who will listen!”

“Richard has been nothing but helpful throughout my dealing with a trust fund that has been left in my name. His advice is always timely and precise with clear instructions and he is always readily available. No task was too small and he was polite and knowledgeable. I would recommend Richard and his services to anyone in need of high quality financial advice, I will be using him in the future without a doubt.”

“When it come to finding a Financial Adviser, the recommendations help. This is my recommendation for Anish Devkaran.My first meeting with Anish ,was a welcome with an openness and a smile.Our meeting gave me confidence and a willingness to open up ( I'm a low risk person).There has never been pressure , a confident guide and baby steps for me. A year on I am comfortable and looking forward to my financial growth. Thank you Anish its a 5 from me.”

“It is not often I find the need to heap praise on an a person or organization ,however on this occasion I feel compelled to do so. I have been a client of Palantir financial services for two years now, and the service I receive is a complete opposite of that I received from my previous pension advisor .From the moment I was introduced to Eamonn Prendergast I was struck by how professional and knowledgeable he was, Eamonn explained in detail and in plain English how he intended to restructure my pension plan, which at the time was a bit of a mess to say the least. He explained the pros and cons of various plans in a clear and concise manor and tailored a package he thought would best suit my circumstances, the price of the plan and fees were clearly pointed out and explained. Eamonn regularly makes contact to update on issues and offer solutions to problems that may arise, his honesty and integrity is evident in all the meetings I have with him. In an industry that seems to attract more than its share of con men and charlatans, Eamonn and Palantir has been a beacon of light that shines out. For a complete peace mind I would not hesitate to highly recommend them.”

“Highly recommend Ivelina as a mortgage advisor! Working with Ivelina has been a truly positive and stress-free experience. From the very beginning, she was professional, knowledgeable, and incredibly patient in answering all my questions. She explained every step of the mortgage process clearly and guided me through all the paperwork with care and precision. Ivelina took the time to understand my personal situation and found the best mortgage solution tailored to my needs. She made sure I felt informed and confident at every stage, and her responsiveness and attention to detail were outstanding. Thanks to her support, I was able to secure a great deal and complete the process smoothly and on time. Ivelina is someone you can trust completely – she’s honest, reliable, and truly works in your best interest. If you’re looking for a mortgage advisor who genuinely cares and delivers results, I wholeheartedly recommend Ivelina.”

“We had a fantastic experience working with Mike during our remortgage process. What could have been a stressful time was made so much smoother thanks to his quick responses, clear guidance, and consistently professional support. He kept us well informed at every stage, explained everything clearly, and always responded promptly to our questions—no matter how small. Even when unexpected issues came up, Mike was proactive and helped us understand our options with confidence. We really appreciated how efficient and organised everything was. We'd happily recommend Mike to anyone looking for reliable and knowledgeable mortgage advice. Thank you again! — Sinan & Nurgin”

“Mr Nadir's help is very valuable and services are highly professional. His financial products knowledge is very good and given fully detailed explanation. Financial mortgages, Loans, Insurance products offered was very valuable helped our family. I highly recommend his services and look forward to use his services in future too.”

“Gideon has been brilliant. From the very first phone call he’s been friendly, professional and knowledgeable. I would definitely recommend him and TR Financial.”

“Anna helped me to buy life insurance, she was fantastic—professional, knowledgeable, and attentive to my needs. She made the process simple and found the perfect coverage for me. Highly recommend!"”

“I contacted Samir just 2 weeks before the UK tax deadline, panicked about getting help in time (I'm a US citizen with a number of different investment assets across the US & UK, and as a result my UK taxes are fairly complex). He was absolutely incredible--jumping on the phone several times to explain complex issues to me, and very responsive over email. His team also has a great system where you can easily upload files. Once the taxes were complete (somehow, with plenty of time before the deadline!) I had a few questions, which he quickly addressed. It was my smoothest experience ever working with an accountant--would really recommend Samir and team for your tax needs!”

“Jamie, Lorraine, and the team were excellent! As first-time buyers, we were confused by almost everything, but they went above and beyond to explain the process clearly. They were incredibly responsive and efficient — so much so that even our listing agent now recommends their services.”