Planning services in London

“What I appreciate most about Mandip is his dedication and attention to detail. He was always available to answer any questions big or small. He went above and beyond to make sure every step of the transaction went smoothly. His professionalism, expertise, and personable nature made the entire experience pleasant and rewarding. I will definitely be using Ark Wealth Advisers again :)”

“I have had nothing short of an excellent service from Purely Financial. Andrew helped us with our mortgage, Duncan helped us with life insurance and Amanda helped my father-in-law with a Will. All of them were helpful, friendly and explain all the legalities in layman terms which is easy to understand and follow. I also never felt pressurised to accept any quote and they were always happy to answer my questions. I cannot recommend them enough!”

“Tom has helped us every step of the way, from liasing with estate agents and conveyancers, to securing us the best rate on our new mortgage. Very helpful and responsive!”

“I never usually do these but I am so amazed as the experience we’ve had with 360 Financial. From the moment I contacted the team, they’ve been absolutely amazing. Gemma M & Gemma L have been with us for such a long process while buying our property and kept us informed every step of the way, I couldn’t fault them enough and if I ever met them I would want to give them both a big hug because it’s been a very long journey but wouldn’t of done it without them! They never gave up. Ben who has been sorting out finances has been brilliant, everything is explains in ‘dumbed’ down versions so I can understand which has been amazing and never too much of a hassle to have a phone call to explain things if I don’t understand. Thank you everyone at 360. Recommend to absolutely everyone!”

“We had an amazing experience with Jagpal as our mortgage broker! He was incredibly swift, kept us informed every step of the way, and made the entire process smooth and stress-free. Jagpal was always available to answer our questions and made sure we got the best deal possible. His professionalism and friendly approach made it a pleasure to work with him. We were conscious of the stamp duty changes around the corner, but Jagpal was very quick with his communication and got us a great offer very quickly. Highly recommend to anyone looking for a reliable and knowledgeable mortgage broker!”

“I have had the absolute privilege having Polly’s Pet Care Team looking after our Bruno for years. I could not rate their professionalism, service and care highly enough. Thank you Team! From all of us!”

“My little dog absolutely loves his time with Trilby and Kel - we’d really recommend. Leaving him for the first time was super hard for us both but the comfort they provided with updates was brilliant. They really care so well for the dogs in their care - highly recommend.”

“Jamie helped us obtain our mortgage and he was excellent from start to finish. His professionalism and communication was fantastic and he would reply to emails on the same day often within minutes. He kept us updated every step of the way and provided realistic time scales. I would have no hesitation in using Lloyd O Sullivan again and recommending them to friends and family.”

“I have now been retired for a year and still have Brilliance Financial Planning Ltd looking after my pension funds. It is working out wonderfully and I have confidence and stability in my pension finances. Love the regular yearly catch up meetings they are friendly and fun. I have now even included a family member in them so in the future when I am no longer competent to manage my affairs myself, they will be able to take over. Would highly recommend Brilliance Financial Planning Ltd to anyone. They take the worry and stress out of financial planning.”

“I've had no prior experience with a financial planner and wasn't sure if I needed to. I reached out to Ben not knowing what to expect but I'm glad I did in the end. Ben took the time to meet me at my home and spent a significant amount of time having an initial chat with me to discuss my current position, needs and questions. Ben was able to offer sound guidance and reassurance but also highlighting important considerations I hadn’t been aware of. Overall I found our first discussion invaluable and Ben to be very generous with his time and knowledge.”

“I would highly recommend Jacqueline Elliott at IMC. She was recommended to me by a friend for my remortgage and I couldn’t be happier with the service Jacqui provided. She was quick to arrange an initial Teams meeting where we discussed my requirements and Jacqui was really clear about the information she required from me. Within a few days, she was able to share the best options and talk me through the pros and cons of each. The whole process was completed in under two months and every step of the way, Jacqui kept me informed and was very quick to respond to any messages. She made what could be a stressful process absolutely seamless and I will definitely use her again.”

“So grateful to Harri and the team at London Financial Advisors. We needed a complex mortgage organised quickly. The team organised a great deal for us, in a super timely manner. They communicated and kept us updated on progress regularly throughout the process. Would highly recommend them!”

“I have used the services of Clifford Davis numerous times and would wholeheartedly recommend them to anyone seeking a professional service. Clifton is knowledgable, supportive and I have had a smooth remortgaging process from start to finish.”

“Working with Financial Partnership for my tax return was an absolute breeze! The entire process was stress-free and incredibly easy to deal with. The team was professional, knowledgeable, and always very responsive to my questions. Highly recommend them if you want your taxes done right and with a friendly smile!"”

“5-star in all respects. Initially I was somewhat sceptical about the need for a “Financial Advisor” but Paradigm Norton (and Tommy in particular) have been nothing short of brilliant and I cannot recommend them enough. As 2 working parents with 3 kids we are very time-poor as a family and the Paradigm Norton team ensure that our current and future financial affairs are in good order in a changing world, we balance today vs. tomorrow, and that we have a long term plan in place for us / our children. Trustworthy, transparent and always there to help - we are loyal clients since 2019”

“I cannot recommend Money Honey Financial Planning highly enough! I came across their service while seeking assistance with my UK pensions from Australia. Their online profile immediately appealed to me, and from my first interaction with the team, I knew I had made the right choice. Despite being based in the UK, their internet-based service was perfect for my situation, and every step of the process was handled professionally and with clarity. What stood out the most was their honesty — although they couldn't offer me the most appropriate advice due to being unfamiliar with Australian tax laws, they helped me identify all my pensions and even guided me towards finding an Australian adviser who could better assist me. The online platform they use (Personal Finance Portal) is intuitive and easy to navigate, making the entire experience seamless. Every team member I dealt with (Jane, Rachel and Rod) was polite, approachable and genuinely looked out for my best interests. I always felt safe and confident in their care. Their honesty, integrity and professionalism were truly exceptional. I wouldn't hesitate to recommend Money Honey to anyone in need of financial advice. They go above and beyond, and I will certainly be sharing their name with my friends, family, and anyone who will listen!”

“It is not often I find the need to heap praise on an a person or organization ,however on this occasion I feel compelled to do so. I have been a client of Palantir financial services for two years now, and the service I receive is a complete opposite of that I received from my previous pension advisor .From the moment I was introduced to Eamonn Prendergast I was struck by how professional and knowledgeable he was, Eamonn explained in detail and in plain English how he intended to restructure my pension plan, which at the time was a bit of a mess to say the least. He explained the pros and cons of various plans in a clear and concise manor and tailored a package he thought would best suit my circumstances, the price of the plan and fees were clearly pointed out and explained. Eamonn regularly makes contact to update on issues and offer solutions to problems that may arise, his honesty and integrity is evident in all the meetings I have with him. In an industry that seems to attract more than its share of con men and charlatans, Eamonn and Palantir has been a beacon of light that shines out. For a complete peace mind I would not hesitate to highly recommend them.”

“We had a fantastic experience working with Mike during our remortgage process. What could have been a stressful time was made so much smoother thanks to his quick responses, clear guidance, and consistently professional support. He kept us well informed at every stage, explained everything clearly, and always responded promptly to our questions—no matter how small. Even when unexpected issues came up, Mike was proactive and helped us understand our options with confidence. We really appreciated how efficient and organised everything was. We'd happily recommend Mike to anyone looking for reliable and knowledgeable mortgage advice. Thank you again! — Sinan & Nurgin”

“Tom and Emma have been consistently great over the last few years. Always available, competitive fees and above all advice tailored to your life-stage and objectives. I would recommend them to anyone.”

“Andrew Peters has given my wife and I excellent financial advice for several years. We have every confidence in him and greatly appreciate his sound advice on optimising our savings, pensions and investments. He has helped us develop and mature our strategies for investing, risk management and inheritance tax reduction. We value the support that Black Swan Financial Planning provide our family and regard Andrew as a trusted adviser and friend.”

“Extremely helpful and professional service. Janam Moorthy was very patient, quick to respond and answered all questions along the process. I am very impressed with the service provided and would strongly recommend him onwards to others who are looking at applying for mortgages. The service was very efficient and I was updated every step of the way. Thank you Claybridge Financial Planning.”

“Max was brilliant! He helped us through the whole journey of buying our first property. So informative and helpful. With Max’s help we managed to get moved in , in under 3 months! Thank you very much!!”

“George and Jeremy bring a wealth of experience around the best mortgage offerings. The whole process from a has been seamless, and great communication throughout. As First-time-buyers they really helped us understand the whole house buying process, and securing the best mortgage offer/rate for us. Would highly recommend. James & Millie”

“Mr Nadir's help is very valuable and services are highly professional. His financial products knowledge is very good and given fully detailed explanation. Financial mortgages, Loans, Insurance products offered was very valuable helped our family. I highly recommend his services and look forward to use his services in future too.”

“Outstanding Financial Advisor – Highly Recommended! We’ve had the pleasure of working with Pam as our financial advisor for over 15 years, and we can confidently say she is exceptional. Pam consistently provides sound, thoughtful financial advice that reflects a perfect balance of professionalism and genuine care. Her guidance has helped us navigate many important decisions with confidence and clarity. Pam is always available to answer questions, no matter how big or small, and she takes the time to explain all available options thoroughly. Her friendly and knowledgeable approach makes every interaction reassuring and productive. We truly value her expertise and the trust we've built over the years. If you're looking for someone who combines deep financial insight with a personal touch, Pam is the advisor you want by your side.”

“Working with David has completely changed how I see my finances. He's given me the tools to really get what my money can do, now and in the future. He answered all my questions, no matter how small, and he's incredibly easy to talk to. What I appreciate most is how he makes complex topics simple to understand. David's not just a financial planner; he's a trustworthy guy who genuinely wants to help. Highly recommend him if you're looking to get a handle on your money!”

“Rosehill Financial Services have been brilliant. Faisal is super friendly and incredibly efficient, and explained everything clearly as a bell. He kept a very difficult assignment simple for us as clients, which made the whole process far less stressful. We’d 100% recommend and will absolutely use them again.”

“I had a fantastic experience working with David and Caroline! They were extremely knowledgeable, professional, and always went above and beyond to help me navigate the mortgage process. I felt supported and informed every step of the way. I highly recommend their services to anyone in need of reliable mortgage advice. Thank you for your outstanding assistance!”

“We could not have asked for a better broker than Andy, he has been brilliant throughout this process. He has worked extremely hard to secure the best rates for us, has kept us very well informed at every stage, and very obviously has our best interests at heart. Thank you so much Andy, you have been amazing!”

“Was very impressed with the service from Hayes Accountants. The staff were very helpful and approachable. They kept me updated throughout the process. Would highly recommend them to others.”