The 30 Best Financial planning services in Croydon

142 results found

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  1. 1

    FSB Insurance Service

    ★★★★★ 5
    Closed

    “I'm really pleased with the service I have received from FSB Insurance Service. Paul was able to quickly find me a liabilities policy that perfectly meets our needs and is almost half the price of the renewal quote received from my previous broker. Everything has been fully explained and the documentation received promptly. Look forward to working with Paul again in the future and happy to recommend FSB Insurance Services.”

    Address: 85 Station Road, Croydon CR0 2RD, United Kingdom

    Phone: +44 20 3883 7976

    Website: fsb-insurance-service.com

  2. 3

    “The team at Taxaccolega is extremely efficient, professional, and always available to offer support and answer all queries quickly. I have always been satisfied and happy with the outcome. Very friendly and approachable. I would highly recommend for a fast and friendly service.”

    Address: 187A London Road, Croydon CR0 2RJ, United Kingdom

    Phone: +44 20 8127 0728

    Website: taxaccolega.co.uk

  1. 4

    Barzinji & Co Ltd Croydon Branch

    ★★★★★ 5
    Closed

    “Barzinji & Co have been exceptionally professional, knowledgeable and helpful, I cannot recommend them enough. They are always prompt with communication, explain things very clearly, are extremely patient and give good, honest advice. I have seen amazing results working with them. Great and reliable service with reasonable prices. Will definitely continue to work with them with full confidence. Highly recommend!”

    Address: 108 High Street, Croydon CR0 1ND, United Kingdom

    Phone: +44 20 8681 1716

    Website: barzinjiandco.co.uk

  2. 6

    “We had a fantastic meeting with Vinay Malhotra. He was super helpful, professional and informative. He really gives us confidence about the next steps we need to take. Vinay is a hassle free expert, he is responsive and always willing to go above and beyond. He always make sure that we had a full understanding of the steps involved in obtaining our mortgage. Vinay brought a number of new ideas to the table that had not been suggested previously and I was impressed by the depth of his knowledge and the speed with he turned around my queries. I have no hesitation in recommending Vinay. Totally recommend him!”

    Address: Croydon CR0 8XB, United Kingdom

    Phone: +44 7720 399901

    Website: client.sandringham.co.uk

  1. 7

    Everyday Loans Croydon

    ★★★★☆ 4.2
    Closed

    “I have to said that they was so correct and helpful, it's was my first time asking for a loan I didn't know what I had to do , so they so kindly explain step by spet and the make it so easy for , actually when we finish I said to the, ok so I will receive the money in a couple of weeks or moths? And they told me, no my dear as late tomorrow will be in your bank account, couldn't believe but just like that . So I'm very satisfied with the manager he was so lovely and with my agent Ruby Marius for make so easy for mi. Kind regards . Very happy client. Josefina lopez”

    Address: 38-40 High Street, Croydon CR0 1YB, United Kingdom

    Phone: +44 20 8681 1770

    Website: everyday-loans.co.uk

  1. 16

    “Working with KNVP to examine our charity's accounts has been brilliant, we've worked together for 2 years now and will certainly continue to do so in the future. He offers a great and very friendly service, has loads of experience and offers great value for money. Thank you Kalpesh!”

    Address: 5 Dacre Road, Croydon CR0 3DL, United Kingdom

    Phone: +44 7838 236024

    Website: knvpaccountant.co.uk

  1. 19

    Wingate Financial Planning

    ★★★★☆ 4
    Closed

    “Planning for retirement can be a difficult process but this was made easy with the professionalism and seriousness provided by Wingate Financial Planning. Once again, thank you to everyone involved in getting me to where I needed to be...with a retirement plan that fully meets my needs.”

    Address: 65 Croydon Road, Whyteleafe CR3 6PB, United Kingdom

    Phone: +44 1883 332261

    Website: wingatefp.com

  2. 20

    LV Croydon

    ★★★☆☆ 3.1
    Closed

    “The best service we've ever had from an insurance company. I'm an 8 year old Viszla called Bella. I've been insured with LV for 4 years and never been ill, not even a cold. But when I got a couple of lumps on my tummy and leg and they were getting bigger the vet said I should have them removed as a precaution. She did it the following week and I went home wearing a very un-flattering doggy onesie to cover my stitches. Anyway, I went back on Monday and I've got the all clear! Horray! My human said he got through to another human on the phone and was sent a claim form by email. It was very easy to fill in and the vet sent it off for him last week. He got paid today and said it's the best service he's ever had from an insurance company.”

    Address: 69 Park Lane, Croydon CR9 1BG, United Kingdom

    Phone: +44 330 123 9970

    Website: lv.com

  1. 22

    G Rogai Financial Services Ltd

    ★★★☆☆ 3
    Closed

    “George Rogai has been my family’s financial adviser for some years now. He has always offered very good advice and helped us deliver a great return on our investments. I have found him to be very honest and trustworthy. It is clear to me that he really cares and puts his clients’ best interests first rather trying to maximise his own commission and fees. I highly recommend him if you are looking for a reliable and independent financial adviser.”

    Address: 215A Addiscombe Road, Croydon CR0 6RB, United Kingdom

    Phone: +44 20 8656 9376

    Website: georgerogai.co.uk