Portfolio optimization in London

“A welcoming, friendly but professional service and high hygiene standards. I was made to feel at ease straight away by all the staff. I was given the time to discuss my tattoo, swapped ideas and measurements taken etc. Then within a week later, I was booked in. Cristian the tattoo artist, took the time to show me awesome ideas for my tattoo. These designs were much better than I could of thought of! He made sure it was all the right size and completely happy with all the intricate details, breaking down each bits of my tattoo. During the process he was checking I was okay as well as worked a lot of detail in a timely manner, but no means rushed. The end result is incredible, highly detailed, unique, personal and far better than I imagined! I’ll definitely be returning and having more tattoos by him. Highly recommended!”

“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!”

“Buying my first home felt like it could be an overwhelming process, but P10 Financial — and especially Jo Payne — turned it into a smooth, even exciting journey. From our very first conversation, Jo was patient, attentive, and incredibly knowledgeable. She took the time to explain every step in plain language, making sure I understood my options and felt confident in my decisions. What impressed me most was how personal Jo made the service feel. I never once felt like “just another client” — Jo genuinely cared about my goals and worked tirelessly to find the best solution for my needs. Their guidance was not only professional, but also warm and encouraging, which meant the world to me during such a big life milestone. Thanks to Jo and the entire team at P10 Financial, I’m now in my dream home — and I can honestly say the process was easier and less stressful than I ever imagined. I’m deeply grateful for their expertise, dedication, and kindness, and I would recommend them without hesitation to anyone looking for financial guidance, especially first-time homebuyers.”

“Ketan at Avenue Finance has just been an amazing help. Because of his industry expertise he understood my exact parameters and he delivered the best product/ offer in the market promptly. He was very proactive in his overall approach. Have recommended him to all my friends & family.”

“Tom and Jodie were brilliant in finding us our first mortgage, life insurance and home and contents insurance. It was a smooth and stress free process. Couldn't recommend this company enough. They were always on top of when the base rate lowered and our monthly payments/interest were considerably less than when we received our first mortgage offer. We look forward to working with you again when it comes to remortgaging.”

“We had been working with Ali for a few years prior to us finally taking the plunge and deciding to buy. Over this time, Ali kept in touch and was always more than happy to reassess our finances and ever-changing work situation, keeping us feeling well-informed as to our affordability at all times. Whenever we encountered any hiccups, Ali was full of wonderful advice - we only wish everybody we worked with during the house-buying process was as helpful as him! As for Accumulus Consulting Limited, we found their rates to be more than reasonable for the amazing service provided. Thank you so, so much for making our experience relatively stress-free! Charlotte. L and Stephen. B.”

“Very comfortable with HHW and their approach and strategies. Have been a customer around 10 years and feel Simon and the team have always provided very personalised advice and great support backed with sound knowledge and evidence. Their advice is well balanced and draws on experience and also their understanding of my own goals. Would definitely recommend.”

“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.”

“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”

“Lichfield & Co has been our accountants since 1985. They have been successfully and diligently handling our 6 surgeries dental business and 2 medium size Investment and Property Developement companies accounts. We are greatly impressed with the due diligence manner in which the accounts are produced such that any clarifications sought by the tax office are dealt with promptly and efficiently without taking up our time. The staff are very polite and knowledgable and this helps in any accounting query/ advice we often seek from them. We are happy to say that Lichfield & Co has earned our loyalty since all these years because of their professional approach in handling accounting queries and their eagerness to assist the client in any way they can. We have no hesitation in recommending this company .”

“We had a fantastic meeting with Vinay Malhotra. He was super helpful, professional and informative. He really gives us confidence about the next steps we need to take. Vinay is a hassle free expert, he is responsive and always willing to go above and beyond. He always make sure that we had a full understanding of the steps involved in obtaining our mortgage. Vinay brought a number of new ideas to the table that had not been suggested previously and I was impressed by the depth of his knowledge and the speed with he turned around my queries. I have no hesitation in recommending Vinay. Totally recommend him!”

“Dominic provided me with calm, sound financial options when, post Covid, I was in a financially desperate situation. And above all, he was kind and patient in his explanations when I was less than my usual logical and coherent self. His adherence to clear structures and the evidence from his original analysis of my financial priorities has always been consistent and reassuring. He is highly professional. I cannot recommend him too highly and indeed have done so to family and friends. In fact it was thanks to a recommendation from a friend/former colleague that I first sought information from Broom Consultants (and Dominic in particular).”

“First Adrian and then Steph have provided sound advice over 13 years helping me to firstly plan for retirement and then achieving it. They have always been helpful, friendly and accessible. I would and have recommended Harper Lees' financial planning services.”

“Fast response, kind, helpful, quick and easy identity verification. I had days, if not weeks, of utter frustration with the Government One website and a nightmare with passwords, until I turned to UKPA in desperation. They made everything so simple (why on earth the government website couldn't be this simple I don't know). Worth every penny to take away the frustration - I can thoroughly recommend.”

“I had my mortgage switched from one lender to another lender, Saan was very supportive and worked along with our needs. He made it much easier and more efficient for me. Excellent customer service and highly recommend for any mortgage service. This is second time received his service.”

“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.”

“Chris is a great professional that has help me trough all the process. He is patient, fully engaged and very supportive. I am grateful for his time and advice, best regards, Marco”

“I've been to an open day with my family at one of the ponds Gartenart built. It was a lovely experience - the water felt soft and clean, the pond looked clear and it felt as if the pond was just a part of the natural surroundings. There was definitely a very calming and peaceful atmosphere, which was enhanced by the log water feature. I've been to other ponds and lakes and this was by far the most memorable and enjoyable so far. The whole experience was so delightful and my kids absolutely loved it!”

“I was a tenant of Priory Management for over 12 years. From onboarding me through to courteous, efficient and effective relationship management throughout and the ease of exit at the end of the tenancy, they delivered an excellent, friendly service throughout. I cannot recommend them highly enough to landlords and tenants alike.”

“Luke translates the high art of pension planning into lay terms to enable my understanding. He puts our positive enjoyment of retired life front and centre”

“I've known and been looked after by Paul for many years and he and his colleagues are extremely helpful, friendly - but also very businesslike and effective when it comes to results. I am very happy with the performance of my pension here and highly recommend Peppermint.”

“Kelvin was incredible throughout our time while purchasing a house. His advise is invaluable and whenever I felt anxious or worried, I was able to pick up the phone and receive reassurance. He is very clear and honest. Would recommend to anyone! Thank you so much Kelvin and the team!”

“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.”

“I have been with Asquire for a number of years. They are very professional and always provide a good service.”

“Our mortgage was organised expertly and incredibly quickly by Georgie and Kelly, who communicated so clearly throughout. We had no problems with the lender thanks to their care and attention to the application. Their advice was sound and they took care of everything, guiding us through the process, with next to no effort on our part. Wouldn't go anywhere else in future and will be recommending Riverside to friends and family, thanks!”

“Wanted some impartial advice on who to turn to in providing me with wealth Management advice for my Business and for myself and family. Rory provided me with a few alternative options and I met with them to decide who was going to be the best fit for what I was looking for. I would highly recommend using Compare Wealth Managers as they have certainly assisted me in my decision making process and introduced me to some very good people and firms”

“I can highly recommend Kai for honest, straightforward advice. His prime concern is clearly to give best advice to his clients who will have peace of mind knowing that their circumstances have been fully explored before he makes any recommendations. Indeed, he cares passionately about doing so.”