Financial security plan in Sutton

13 results found

Advertisements
  1. 3

    “I’ve been dealing with Johal & Company for a number of years and have found them professional, focused and driven to always achieve the best solutions for me time and time again. An excellent company to deal with! Highly recommended!”

    Address: 2B Suttons Lane, Hornchurch RM12 6RJ, United Kingdom

    Phone: +44 1708 444214

    Website: johalandcompany.com

  1. 4

    David Booth Life Centred Planner

    ★★★★★ 5
    Open

    “I got introduced to Columba as I wanted to maximise tax allowances, and consolidate a number of pensions (defined benefit and defined contribution) into one place. Improving rates of return on current investments was a 2nd consideration. Columba sure I made use of all available tax allowances. Created a savings plan with a much improved return compared to cash sat in the bank. Transferred existing ISAs, and improved return in year 1. Transferred in x2 defined benefit pension schemes, and x4 defined contribution schemes into one retirement planning account. Helped me keep track on the use of my Capital Gains Tax allowance. I’ve seen the outcome hoped for and more. Positive returns in year 1 after fees was more than I expected. Also, secured some great valuations for the defined benefits schemes by executing the transfers quickly.”

    Address: 28 Saint Margaret's Avenue, Sutton SM3 9TT, United Kingdom

    Phone: +44 7813 203449

    Website: lombardprivateclients.co.uk

  1. 7

    Harmer Slater

    ★★★★★ 4.9
    Open

    “I've consulted Harmer Slater for years now, and I am more than happy to recommend them! They've saved me a lot of pain, and since I'm a horrible client, they've always been forced to work overtime to manage to report on time, but they have not a single time complained nor missed a deadline. Great work!!”

    Address: 19 Cedar Road, Sutton SM2 5DA, United Kingdom

    Phone: +44 20 8652 2700

    Website: harmerslater.com