Estate planning in Sutton

19 results found

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  1. 1

    “I would like to thank Gwen for her consistent support throughout the whole sale and purchasing process we've recently gone through, without which we would have never moved into our new home on time. We are very impressed with her diligence and professionalism, and would be very happy to recommend her!”

    Address: Saint Nicholas Way, Sutton SM1 1JB, United Kingdom

    Phone: +44 20 8643 7221

    Website: parfittcresswell.com

  1. 9

    Centro

    ★★★★☆ 4.7
    Closed

    “We had an excellent experience and would highly recommend Centro. Our dealings with Reece Bage have been nothing short of five-star. While we had been in contact with other agents in Sutton and Wallington for awhile, Reece truly stood out for his quick responsiveness and clear, straightforward guidance at every step. Communicating with him from Australia could have been challenging, but despite the time difference, the entire process was handled with remarkable efficiency. He acted quickly whenever needed, always with great attention to detail, which gave us real peace of mind throughout. His professionalism, combined with his approachable manner, made everything feel seamless and stress-free from start to finish.”

    Address: 30 Brighton Road, Sutton SM2 5BN, United Kingdom

    Phone: +44 20 8401 1000

    Website: centro.plc.uk

  1. 10

    David Booth Life Centred Planner

    ★★★★★ 5
    Closed

    “I got introduced to Columba as I wanted to maximise tax allowances, and consolidate a number of pensions (defined benefit and defined contribution) into one place. Improving rates of return on current investments was a 2nd consideration. Columba sure I made use of all available tax allowances. Created a savings plan with a much improved return compared to cash sat in the bank. Transferred existing ISAs, and improved return in year 1. Transferred in x2 defined benefit pension schemes, and x4 defined contribution schemes into one retirement planning account. Helped me keep track on the use of my Capital Gains Tax allowance. I’ve seen the outcome hoped for and more. Positive returns in year 1 after fees was more than I expected. Also, secured some great valuations for the defined benefits schemes by executing the transfers quickly.”

    Address: 28 Saint Margaret's Avenue, Sutton SM3 9TT, United Kingdom

    Phone: +44 7813 203449

    Website: lombardprivateclients.co.uk