Financial security plan in Kingston Upon Thames

8 results found

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  1. 1

    Park Financial

    ★★★★★ 5
    Closed

    “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.”

    Address: 60 High Street, Hampton Wick, Kingston Upon Thames KT1 4DB, United Kingdom

    Phone: +44 7931 935529

    Website: parkfinancial.co.uk

  1. 4

    Holland Hahn & Wills: Wealth Management

    ★★★★★ 5
    Closed

    “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.”

    Address: 2 High Street, Hampton Wick, Kingston Upon Thames KT1 4DB, United Kingdom

    Phone: +44 20 8943 9229

    Website: hhw-uk.com

  2. 5

    KEYSTONE INDEPENDENT

    ★★★★★ 5
    Closed

    “David and his team offer an excellent service to all their clients. Should you need advice re Mortgages or maintaining a good standard of living once you retire, do not hesitate to contact them.”

    Address: 141-143 London Road, Kingston Upon Thames KT2 6NH, United Kingdom

    Phone: +44 20 8939 4545

    Website: keystoneifa.co.uk

  3. 6

    Asset & Investment Management Ltd

    ★★★★★ 5
    Closed

    “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.”

    Address: 13 Saint John's Road, Hampton Wick, Kingston Upon Thames KT1 4AN, United Kingdom

    Phone: +44 20 8943 4343

    Website: aimifa.com