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Address: Ashley Avenue, Epsom KT18 5AD, United Kingdom
Phone: +44 1372 404417
Website: fourseasonsfp.co.uk
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“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.”
Address: 19 West Street, Epsom KT18 7RL, United Kingdom
Phone: +44 1372 898500
Website: kingswoodfp.com
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“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!”
Address: 27 Waterloo Road, Epsom KT19 8EX, United Kingdom
Phone: +44 800 043 4051
Website: taxaffinity.com
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“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.”
Address: 33 High Street, Ewell, Epsom KT17 1SA, United Kingdom
Phone: +44 1372 747799
Website: thecentrecourt.com
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“Mark Reid came highly recommended to us after our re-mortgage plans elsewhere were not moving along. He was incredible to work with, he knows exactly what he is doing, gives great advice and has access to the best deals out there. Our circumstances were somewhat complex yet he was able to arrange our mortgage within 3 weeks! We would with out a doubt use him again.”
Address: 55 High Street, Ewell, Epsom KT17 1RX, United Kingdom
Phone: +44 20 8393 6177
Website: capitalfinancialconsultants.co.uk
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“Solid Service, honest advice, been doing business with RJW for over 15 years. Highly recommend speaking to Robert!”
Address: 142 Banstead Road, Banstead, Epsom KT17 3HN, United Kingdom
Phone: +44 20 8393 7954
Website: rjw-associates.co.uk
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Address: 9 Epsom Close, Gravesend DA12 5BF, United Kingdom
Phone: +44 1474 328017
Website: partnership.sjp.co.uk
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“HF provided me with some personal tax advisory services which has helped improve my personal situation and has eased the burden when dealing with HMRC. Sam was extremely knowledgeable and was able to help identify tax efficiencies that my previous accountant couldn’t. As always… you get what you pay for.”
Address: 69-71 East Street, Epsom KT17 1BP, United Kingdom
Phone: +44 1372 748798
Website: hakimfry.co.uk
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“I rang around quite a few companies to get a quote for my personal training company, and Grayside was the cheapest. The broker I was assigned, Rob, was very patient in gathering my requirements, and put together a bespoke policy that I have had for almost a year. I speak to him regularly to ask clarification questions on the policy, and he is always keen to help. Would not hesitate to recommend and will continue to use them in the future.”
Address: 79 The Broadway Stoneleigh, Stoneleigh, Epsom KT17 2HP, United Kingdom
Phone: +44 20 8394 0954
Website: fairstone.co.uk
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Address: 46 Beaconsfield Road, Epsom KT18 6HE, United Kingdom
Phone: +44 1372 202543
Website: fwml.co.uk
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Address: 2-4 Stoneleigh Park Road, New Malden, Epsom KT19 0QT, United Kingdom
Phone: +44 20 8949 6921
Website: sloanewinckless.com
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Address: 38 College Road, Epsom KT17 4HJ, United Kingdom
Phone: +44 1372 840280
Website: bevisandco.co.uk
“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.”