Directory overview
- 18 Total businesses
- 2.7 Average rating
- 61% With reviews
- 44% With photos
18 results found
Browse finance.expertise in Epsom. Use this directory to compare ratings, reviews, photos, opening hours, addresses and contact details. 18 results in Epsom. Average rating 2.7/5 based on 368 reviews & ratings.
“I had a very good experience with Barnard Marcus when renting a property. The process was fast, efficient, and smooth from start to finish. The team was very helpful throughout, and our agent, Charlie Sharpe, was absolutely fantastic — professional, friendly, and always quick to respond. Highly recommend!”
“Fantastic service from these guys, provided funded within hours. Jake who I believed to be our account manager is very friendly and proactive. Thank you.”
“I have been using LYA since 2014. Andy and the team are some of the friendliest and most knowledgeable accountants I have used. Always available for questions (and I ask a lot) and are never too busy to take a call. Even though I was a very small company, I felt like I could have been the Director of a blue chip, you are always treated the same. Highly recommended”
“bdhSterling has provided me with transfer advice for my pension from the UK to Norway. I am so impressed and pleased with the level of competence and customer care that I have now decided to use bdhSterling again for my other pension. Paul Lawson-Tyers, my main contact at bdhSterling, has been nothing short of phenomenal - he helped me through the whole process with plenty of dedication and patience.”
“My wife and I were introduced to Strategic Wealth through a long-standing family friend, who has been availing of their financial planning services for some time. Although our tenure as clients spans merely six months, we are thoroughly impressed by the quality of service provided by our adviser, Amyr. We anticipated a comprehensive review, yet the depth of analysis and understanding Amyr demonstrated regarding our financial situation was truly remarkable. Previously, our investments were managed across two portfolios, and while we believed our affairs were in order, the nuances of tax efficiencies and the complexities surrounding inheritance tax were not adequately addressed until we engaged with Amyr. The straightforward yet effective approach adopted by Strategic Wealth has not only simplified our investment strategy but also significantly outperformed our previous experiences over the last five years, despite favourable market conditions playing a part. The clarity and simplicity of the investment strategy, juxtaposed with the intricacies of our tailored financial plan, have profoundly impacted our understanding and confidence in our financial trajectory. For the first time, we feel genuinely informed about our financial direction and, while retirement is an option, having a concrete plan in place is immensely reassuring. I wholeheartedly recommend Strategic Wealth to anyone considering their services. I would also advise fully embracing the digital tools they offer, such as the Wealth Portal app and the online portal, which are exceptional resources for managing your financial landscape. Furthermore, our recent experience with an online review session, as opposed to a traditional face-to-face meeting, was surprisingly effective. Despite our initial reservations, the virtual consultation was seamless, saving us a journey into town and ultimately inspiring us to share our positive experience. The digital proficiency and adaptability of Strategic Wealth have added an extra layer of convenience and efficiency to their commendable service.”
“We received exceptional service from Jamie Beer from Mayfair Financial in securing our mortgage. Our situation was complicated and drawn-out, but Jamie was always highly responsive, extremely patient and very effective. We wouldn't hesitate to recommend him.”
“We were referred to Donna Evans at Madava Financial Services for our mortgage through Cairds and from our first meeting we knew straight away that we were going to be well looked after. Donna took the time to get to know us as people, understand our situation and really cared about getting the best outcome for us. She found us a fantastic mortgage deal, exactly what we needed, giving us exceptional support and recommendations throughout the process. Would highly recommend; a truly personal yet professional experience.”
“I was recommended to Four Seasons by a good friend of mine and was very impressed with all the staff who were friendly and helpful, all my needs were looked into and various investments were set up.”
“Maurice Andrews solicitor honestly don’t know what to say! The support and help I was given during my case was absolutely life changing. These people really know how to do their job, from the lawyers to the barristers everyone did their part and because of that my case turned out for the best. I can not thank this company enough for the wonderful job they did during my case. Special thanks to Tabby and barista Jaz for their outstanding help. Ramadan Mubarak everyone”
“We have been using Mantle and Partners for over 25 years and our advisor Sean since 2008 finding him very professional. We have no hesitation in recommending Mantle and Partners.”