Directory overview
- 32 Total businesses
- 4.3 Average rating
- 59% With reviews
- 44% With photos
- 3 Highly rated
- 5 Open on weekends
32 results found
Browse financial advisor in Kingston Upon Thames. Use this directory to compare ratings, reviews, photos, opening hours, addresses and contact details. 32 results in Kingston Upon Thames. Average rating 4.3/5 based on 630 reviews & ratings.
How many businesses fall in each rating band (rated only).
“My husband and I bought our first property through Featherstone Leigh, we received excellent attention from beginning to end. Matt was fantastic throughout the whole process, he helped us getting through the unexpected delays and he was always available with any enquiry. Charley was also great, mainly around completion time. I’m very grateful with our purchase through Featherstone Leigh, would definitely recommend them.”
“Cannot recommend enough. Ivor provided excellent help and advice. He has a superb knowledge and is able to communicate what we needed to know clearly. We had conversations on zoom which worked for us. He addresses all of the issues we sought advice on and also suggested some other things we hadn't even thought about. He seemed very reasonably priced for the service provided. Will be using again. Recommended to other family members and they have been really pleased too.”
“Pronominal Tax service with the best interest of their customers I am very pleased with the exceptional service from TAX Affinity, especially from head accountant Andrew. He provided valuable advice for our property project, helping us achieve zero tax liability and secure a 20% VAT refund through a free consultation, while other firms charge around £800. I highly recommend TAX Affinity for anyone with business and personal tax liabilities. Their customer service is excellent.”
“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.”
“Michael and Lianne at Aspens Financial Services helped with mine and my husband's life insurance. They were patient, really informative and flexible. Lianne contacted me outside of her normal working hours to get the paperwork done as it was homeschooling/ lockdown madness. Once the questions were asked the provider increased their premium slightly, but Lianne got this back down to our original quote. Everything was done really efficiently, professionally and non-judgementally, and I feel completely rest assured that me and my family have the cover that we need; but also cover that we wanted and could afford. Michael's continued advice and expertise, matched with the amazing services and his team's awesomeness mean that I would not only use them again myself, but would highly recommend them to others. You wont find better independent financial advice anywhere else. Extremely grateful to Michael, Lianne and the Aspens team.”
“My experience with Newton Huxley while buying my new home was great. Ella showed me round the property and she was super friendly and knowledgeable. She was very accommodating when I wanted to view the property a second time. I also did other viewings with James who was equally friendly and helpful. After the viewings they were super communicative and quick to respond when it came to offers and helping me negotiate with the seller. All in all a very pleasant experience and I would highly recommend!”
“Century 21 and their manager Tamara sold our house after 2 viewings at the asking price when previously 3 well known estate agents given over a year did not manage to achieve. Their strategy is honestly and transparency when others made people view our house when they were not even interested by the area and were looking for a totally different geographical area. Tamara has not just found the buyer she also spent time coordinating communication between the buyer’s solicitor and our solicitor. My advice to people is do not waist your time with a different real estate and go directly to Tamara to avoid disappointment. Thank you Tamara for your hard working and your amazing service.”
“Very comfortable with HHW and their approach and strategies. Have been a customer around 10 years and feel Simon and the team have always provided very personalised advice and great support backed with sound knowledge and evidence. Their advice is well balanced and draws on experience and also their understanding of my own goals. Would definitely recommend.”
“Really happy with the service at Tax Lex London! They know their stuff and make everything super easy to understand. Always quick to respond and really friendly too. Definitely recommend them if you need some solid tax advice in London!”
“We were transfered from Bond & Co - sad that this had to happen, but service we have received has been excellent- we hsve dealt with Amri, Richard and Tawny, and they are all so helpful.”
“Kim is a fantastic accountant. Always responds quickly, so professional and provides a quality service. Would highly recommend. 5*”
“Very professional and friendly team. We are with them for more than ten years.”
“My partner and I used the services of Asset and Investment Management back in February 2021 when we were looking to purchase our first home, and although we had a very tight timeframe (having to be out of the existing rented place within 2 months or so) Stewart Twidle and his team helped us make it happen. We viewed a potential new home at the beginning of February for the FIRST time and we were able to move in by the middle of April, absolutely incredible. We had first class help and support from Harou who was brilliant when it come to securing us our first mortgage and also when dealing with the solicitors and when arranging insurances etc upon completion. We also had a lot of brilliant help from Maria at different times throughout those couple of months when Harou was away from work for a few days. From day one Stewart gave us a top class, professional service where he reassured us at every stage, kept us up to date & explained things in a simple, effective way - we couldn’t have asked for any more. I highly recommend Stewart & his team, and this brief review on here only really scratches the surface as to what a brilliant service we received from Asset & Investment Management.”
“Anthony and his team are truly professional, efficient, and reliable. They provided clear guidance, responded promptly to all my queries, and ensured everything was handled smoothly. Highly recommended!”
“Excellent information that is built round me”
“Apart from being a really nice gentleman, David is a great accountant. Im very quick getting my accounts together, and David turns them around in a week so I know exactly where I am early in the year. This enables me to plan my finances. I moved to David from a large firm of accountants about 3 years ago. Being a one man business, I always felt like I was a waste of their time. Quick in, quick out, no chat, followed by a hefty bill for not an awful lot. David is happy to answer questions throughout the year, and is able to explain complex issues in a clear and understandable way. He has been invaluable during the Coronavirus lockdown period. He even sent me a calculation of what I could claim under the SEISS scheme, together with instructions how to do it. Working for yourself is tough enough, but a really good accountant can make life so much easier. If you are looking for a new accountant, I would have no hesitation in recommending David.”
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