The 30 Best Financial planning advice in Epsom

“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.”

“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.”

“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 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've been working with Tax Affinity for 5 years, and the experience has been nothing short of excellent. They are professional, reliable, and always go the extra mile to ensure everything is in order. Whether it's tax season or ongoing financial advice, I know I'm in good hands. Highly recommend!”

“I always find Robert Dyas At Epsom staff to be so helpful, polite and friendly they always make me feel welcome. I would say Epsom Robert Dyas is the best.”

“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.”

“The Centre Court Partnership provided me with an excellent service in securing my mortgage. Simon was informative, supportive, transparent and goes above and beyond to help with the necessary paper work. I am eternally grateful for the help and support I received.”

“Mark Reid came highly recommended to us after our re-mortgage plans elsewhere were not moving along. He was incredible to work with, he knows exactly what he is doing, gives great advice and has access to the best deals out there. Our circumstances were somewhat complex yet he was able to arrange our mortgage within 3 weeks! We would with out a doubt use him again.”

“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.”

“Solid Service, honest advice, been doing business with RJW for over 15 years. Highly recommend speaking to Robert!”

“I don't usually bother writing reviews but i have to say I was really impressed by Chris who dealt with my initial enquiry. BDH tax provided a 30 minute consultation free of charge to establish my tax circumstances. I was so impressed by the level of understanding and care that Chris showed during my initial consultation that I will be moving all my tax affairs across to BDH going forward. He went above and beyond dealing with some follow up email questions that I put to him and gave comprehensive answers to all of these which have made me feel excited about visiting australia instead of worrying about tax queries! He is a credit to your company and I will be recommending BDH to my friends and family.”

“Very helpful . And professionally”

“Extremely helpful, sorted my tax return very efficiently. Thank you!”

“Exceptional, professional service.”

“Very professional very personal service I couldn’t recommend their work any highly I’ve been with them over 10 years and would recommend them to any small business”

“I have been a client of CWM for over ten years. Mark takes care of my tax planning and accountancy needs, leaving me to focus on my clients. He's both friendly and professional. I would not hesitate to recommend him and CWM to anyone. In fact, I have many a times and the feedback has been excellent.”

“Been really impressed with the team at de Jong Phillips since we started working with them in early 2019 - approachable, reliable and trustworthy first and foremost. And they have implemented tech across a lot of their systems and processes in a smart way, making everything simpler and quicker.”

“HF provided me with some personal tax advisory services which has helped improve my personal situation and has eased the burden when dealing with HMRC. Sam was extremely knowledgeable and was able to help identify tax efficiencies that my previous accountant couldn’t. As always… you get what you pay for.”

“I’m an established tattoo artist with 12 years of experience running my business in London. Over the last 4 years Andrew and his team have been taking care of all the admin related aspects of running my business in the Uk. Being a creative and running a tattoo studio at the same time can be challenging, specially when you are not local and have no clue to this country’s legal system. Andrew’s expertise and patience explaining me all the inside outs related to how efficiently charge, pay and keep accounting on all the taxable aspects of running a tattoo studio has taken the edge away to a world that looked extremely difficult and challenging from the outside. I can only recommend Tax Affinity and have many other friends and colleagues now having them as their advisers. I feel very lucky to call the my trusted accountants.”

“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.”

“I rang around quite a few companies to get a quote for my personal training company, and Grayside was the cheapest. The broker I was assigned, Rob, was very patient in gathering my requirements, and put together a bespoke policy that I have had for almost a year. I speak to him regularly to ask clarification questions on the policy, and he is always keen to help. Would not hesitate to recommend and will continue to use them in the future.”

“Jacky is a lovely lady. She is very helpful and gives excellent advice”