57 results found
Address: 106 Saint Albans Avenue, London W4 5JR, United Kingdom
Phone: +44 20 7097 4968
Website: clarawealth.co.uk
“Sheena was extremely helpful and provided clear, professional advice on my pension. She offered great guidance and made everything easy to understand. The service was excellent from start to finish, and I would highly recommend her. I’ll definitely be using her services again.”
Address: 17 Kippington Road, Sevenoaks TN13 2LJ, United Kingdom
Phone: +44 7939 529373
Website: partnership.sjp.co.uk
“Sound advice, professional and approachable.”
Address: Kingsway, London WC2B 6UJ, United Kingdom
Phone: +44 7810 888361
Website: wolfewealth.co.uk
“Excellent service and very friendly. Most knowledgable on products to suit my needs and mortgage was arranged within 4 weeks from start to finish. Would definitely recommend.”
Address: London E14 5NR, United Kingdom
Phone: +44 20 7516 5700
Website: andrewbrooks.co.uk
“I used a wowcher to get a new will drawn up and despite this IQ wealth were brilliant-professional and friendly ,especially Dave Hughes who I spoke to in the phone and who patiently explained everything.Very happy with this service.”
Address: Tatsfield, Westerham TN16 2AG, United Kingdom
Phone: +44 1959 571300
Website: iqwealthmanagement.co.uk
“I have been a client with Strategic Wealth for 10 years and found them to be a professional and client focused provider. They are responsive and accessible with a real desire to understand your financial life goals and work with you to make them achievable within your financial income. I was introduced to SWM by a referral and have been pleased with the service provided. Hence my review and recommendation for you to make contact and see if they are the right fit for your financial planning.”
Address: High Street, Seal, Sevenoaks TN15 0EG, United Kingdom
Phone: +44 1732 760000
Website: strategicwealth.co.uk
“The advisor was very knowledgeable and gave options on products without any pressure. The administrations aspect is also efficient and always there to assist.”
Address: 81 Fulham Road, London SW3 6RD, United Kingdom
Phone: +44 20 3011 0687
Website: gallimorewealthmanagement.co.uk
“Have been use Municipal Financial Planning for several years. Always a friendly and polite service and give very good financial advice, explaining all the details of risks and benefits. Would definitely recommend and will continue to utilise their service for future financial advice.”
Address: 30 Lombard Street, London EC3V 9BQ, United Kingdom
Phone: +44 1708 208885
Website: davidbeanwealth.co.uk
“Highly recommend David James wealth for all of our your financial services needs.”
Address: 303-306 High Holborn, London WC1V 7JZ, United Kingdom
Phone: +44 20 7014 0186
Website: davidjameswealth.com
Address: 4 Radford Way, Billericay CM12 0DX, United Kingdom
Phone: +44 1277 563609
Website: andrewskinnerwealth.co.uk
Address: 2 Victoria Square, St. Albans AL1 3TF, United Kingdom
Phone: +44 1727 615781
Website: vizionwealth.co.uk
Address: Thorncroft Drive, Leatherhead KT22 8JB, United Kingdom
Phone: +44 1372 897570
Website: integritywp.co.uk
Address: 10 Fitzroy Square, London W1T 5HP, United Kingdom
Phone: +44 20 3778 1100
Website: kmdpwm.co.uk
Address: Danns Lane, Wateringbury, Maidstone ME18 5LW, United Kingdom
Phone: +44 1622 817335
Website: ambersmithwc.co.uk
Address: 23 Leatherhead Road, Ashtead KT21 2TW, United Kingdom
Phone: +44 7780 591113
Website: facebook.com
Address: 67 Grosvenor Street, London W1K 3JN, United Kingdom
Phone: +44 20 3030 4141
Website: grosvenorwealthmanagement.co.uk
Address: 8 Willow Walk, Orpington BR6 7AA, United Kingdom
“Mark from Park Hill Financial was really helpful in assisting in remortgaging process. He was efficient, professional and always available to discuss matters.”
Address: Redbourne Avenue, London N3 2BS, United Kingdom
Phone: +44 20 7078 8987
Website: parkhillfinancial.co.uk
“I recently worked with Aegis Life financial services to secure my life insurance, and I couldn’t be more impressed with their service. From start to finish, the process was smooth, transparent, and stress-free. The team took the time to understand my needs, explained all the options in detail, and guided me toward the best policy for my situation. Their customer service was truly exceptional—always responsive, patient, and willing to answer every question I had. I felt supported every step of the way, and their professionalism gave me complete confidence in my decision. I would highly recommend Aegis Life.”
Address: Howard Road, London, Stanmore HA7 1GB, United Kingdom
Phone: +44 20 3848 7484
Website: aegislife.co.uk
“We have used Chris at resolve finance for many years and would never use anybody else. He is always extremely helpful and goes above and beyond to secure us the best mortgage available. I Would highly recommend him to anybody looking for a mortgage.”
Address: 68 High Street, Weybridge KT13 8BL, United Kingdom
Phone: +44 1932 943028
Website: resolvefs.co.uk
“We used Octopus Real Estate for our client who wanted to Remortgage their Buy to Let property purchased less than 6months. When Oliver shared their proposition with us in our office, we realised it was a case that would fit their criteria. Because there were other elements on the case that was becoming challenging finding a lender. The case has completed and we are all happy and grateful. Thanks to the team who worked on this case.”
Address: 33 Holborn, London EC1N 2HT, United Kingdom
Phone: +44 800 294 6850
Website: octopus-realestate.com
“Amitav has come across as a friendly, responsive and respectful adviser. He is knowledgeable and will guide you and explain satisfactorily on any on your query on setting up a trust and is welcoming on any subsequent qeuries during the process.”
Address: 141 Wentworth Road, London NW11 0RJ, United Kingdom
Phone: +44 7760 942208
“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
“Mark Ryan has looked after our financial affairs since 2008, and we very much value what he continues to do for us. If we have any concerns, he is always available to discuss these and resolve any problems.”
Address: London EC1N 2JD, United Kingdom
Phone: +44 344 209 3000
Website: origenfs.co.uk
“James at Foxgrove Associates is very helpful with a great wealth of knowledge, who has given me great advice on a variety of financial matters in the passed and I will not hesitate to go to him in the future or recommend him to anyone who needs help.”
Address: 2a Bradbourne Road, Sevenoaks TN13 3PY, United Kingdom
Phone: +44 1732 746188
Website: foxgroveassociates.co.uk
“Knowledgeable, personable and expert in their field. Very good service.”
Address: 117 Piccadilly, London W1J 7JU, United Kingdom
Phone: +44 20 7096 6483
“Debbie at Pearce Accounts has provided me, for the past 11 years, with her extensive accountancy knowledge in all matters related to my business accounts. She is extremely professional and approachable and explains any concerns I have had, in easy to understand jargon. I highly recommend her and her team.”
Address: 58 Sermon Drive, Swanley BR8 7HT, United Kingdom
Phone: +44 1322 412512
Website: pearceaccounts.com
“Great service, would recommend.”
Address: 239 Kensington High Street, London W8 6SA, United Kingdom
Phone: +44 1753 683438
“We've had a great experience working with Patryk on a number of different projects, all at once, involving mortages and remortgages. He is super-responsive, really personable and very patient. He's really taken on board what our situation is and recommended a wide range of different options and products as he is properly independent. I think we both feel really fortunate to have found someone we can trust and who is so pleasant and professional - and with so much knowledge and experience at his fingertips too. Thank you Patryk, you've helped us to find solutions to a real tangle of different property issues, some of which were not straightforwrad at all, and we are really grateful.”