Financial services in Epsom

“We used Family Office Notary to notarise documents that were required for a transaction in South Africa. We contacted Sharda, who responded promptly and was extremely helpful in guiding us through the process. Dawn was able to make herself available to notarise the documents at very short notice, with the additional bonus that she came to our home to do the notarising. The documents were then apostilled at the FCDO within a few days and arranged to be couriered to the attorneys in South Africa. The whole process was exceptional throughout, with regular communication from Sharda who managed the whole process for us, and obviously Dawn's availability and willingness to come to our home to do the notarising was enormously helpful. We have no hesitation in recommending Family Office Notary very highly indeed.”

“We were delighted with the service received from Nicholls Residential. Our experience from the moment of first viewing our new home to the day we got the keys was fantastic. A big thank you especially to Tara, who was very personable and engaging from day one. All the team were great with communication and answering any questions we had throughout the process. We'd highly recommend Nicholls Residential as great care is given to those with whom they work.”

“⭐️⭐️⭐️⭐️⭐️ Outstanding Service from Hamptons I had a fantastic experience with Hamptons Estate Agents and couldn’t be more impressed with the level of professionalism and care shown throughout the process. From start to finish, the team was responsive, knowledgeable, and genuinely committed to making everything run smoothly. A special shout-out to Becky, who went above and beyond to ensure every detail was handled with precision and warmth. Her communication was clear and timely, and she was always ready to offer helpful advice and reassurance. Becky’s dedication and friendly approach made what could have been a stressful experience feel seamless and even enjoyable. If you're looking for an estate agent that combines expertise with exceptional customer service, I highly recommend Hamptons – and especially Becky!”

“Great Costcutter store! Always well-stocked, clean, and easy to navigate. The staff are friendly, helpful, and make every visit pleasant. Prices are reasonable, and the selection is surprisingly good for a convenience shop. Highly recommended!”

“I today went for a brain MRI scan, really not something I was looking forward to. From booking appointment with reception to attending the experience was faultless. I would like to specifically mention Chiara (hopefully correct spelling), her manner and care which completely put my mind at rest and made a, not so nice experience, tolerable.”

“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!”

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

“Great service, reliable and trust worthy Counts for alott”

“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 can’t recommend Absolutely Mortgages / EMS Mortgage Services highly enough! From start to finish, they made the entire mortgage process smooth, stress-free, and even enjoyable. Their professionalism, deep knowledge, and genuine care for their clients truly set them apart. They took the time to explain every option in detail, answered all my questions with patience, and found the best possible rate for my situation. Communication was outstanding — I always knew exactly where things stood, and she went above and beyond to ensure everything stayed on track. Thanks to Ciara @ Absolutely Mortgages / EMS Mortgage Services, I’m now in my new home feeling confident and well taken care of. If you’re looking for someone who is not only incredibly skilled but also genuinely dedicated to helping you achieve your goals, look no further!”

“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”

“DNA have been my business accountants since I set up the business in 2010 and I couldn’t recommend them more highly. They always go above and beyond to assist me and to explain any questions around my accounts. I do not live locally so we always communicate by phone or email and there have never been any issues with this. They are extremely efficient, clear and timely but also very friendly, helpful and personable. Thanks for making accounting something I can understand!”

“few days ago, I visited the TUI Travel Agency. Once again. Despite the large number of customers, I managed to quickly meet with one of the women working there. I received the precise information I needed. Miss Hatty was very patient and knowledgeable about TUI's offers. Thank you very much, and I'm sure the offer will be as satisfying as every previous one. Best regards and I recommend it.”

“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.”

“I can not reccomend this firm enough. The team have done a fantastic job with dealing with the conveyencing on our first home. The process was quick and explained all the necessary steps throughout each stage. My biggest thanks to Laura, Nikki and Alison for being excellent throughout the whole process. Thank you very much again for all your help! :)”

“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.”

“Love this place. Always busy but somehow never feels crowded. It's the perfect size for a food hall and is always clean. Staff members are always visible and extremely friendly. It's so nice to have an M&S local. The picture is vegan cheeses.”

“We were recommended to David Lunn at TWM Solicitors by a friend to help us write our Wills and to put in place Lasting Powers of Attorney. David was exceedingly helpful and gave us some very good advice which helped with our general financial planning. He explained everything very clearly and we couldn't be more satisfied.”

“Kay and Becky greeted me with the biggest smiles as soon as I walked through the door! Customer service was fantastic. Answered all of mine and my partners questions and was reassuring throughout the whole process :) thanks ladies x”

“I would like to commend in particular the Office Manager, Kaiss, who has gone well beyond the extra mile to help with a complex case. He has been proactive, friendly and solutions-oriented and an impressive insurance professional.”