Address: Lower Road, Fetcham, Leatherhead KT22 9HD, United Kingdom
Phone: +44 1372 388240
Website: elmwoodwealth.co.uk
3005 results found
Address: Lower Road, Fetcham, Leatherhead KT22 9HD, United Kingdom
Phone: +44 1372 388240
Website: elmwoodwealth.co.uk
“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.”
Address: 2 High Street, Hampton Wick, Kingston Upon Thames KT1 4DB, United Kingdom
Phone: +44 20 8943 9229
Website: hhw-uk.com
“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.”
Address: 115 Summer Road, Thames Ditton KT7 0QW, United Kingdom
Phone: +44 7812 182177
Website: partnership.sjp.co.uk
“Lloyd has been very helpful and understanding in dealing with my pensions and finances - not pushy. Takes a lot of time explaining every detail of any proposal. Very reliable, always has time to listen to my questions.”
Address: 98-102 Maybury Road, Woking GU21 5HX, United Kingdom
Phone: +44 345 505 3500
Website: delaunaywealth.com
“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.”
Address: 17 Sheen Lane, London SW14 8HY, United Kingdom
Phone: +44 20 8392 6111
Website: imcfs.co.uk
“It’s been few years we have now with AGP and the service we received is excellent. Communication and timing is best the part of this organisation. It’s easy to reach and communicate with them. Highly recommended and we I’ll definitely not think of any alternatives.”
Address: 1110 Great West Road, Brentford TW8 0GP, United Kingdom
Phone: +44 333 880 2460
Website: agp.uk.com
“As a student just starting to save and plan for the future, working with The Orchard Practice has been a great experience. They’ve made everything easy to understand and helped me build a solid financial foundation early on. I really appreciate how approachable and supportive the team is—highly recommend for anyone starting their financial journey!”
Address: Station Road, Borehamwood WD6 1SL, United Kingdom
Phone: +44 20 8953 8687
Website: topfs.co.uk
“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.”
Address: 2 Athenaeum Road, London N20 9AE, United Kingdom
Phone: +44 20 3627 7441
Website: clifforddavis.co.uk
“Miles has enormous patience and a way of explaining things so one is completely clear about the various planning options and propositions he is putting forward, tailor made for one's situation. He has helped reduce our inheritance tax significantly, guided us through various investments and given us complete peace of mind. I feel very comfortable with the advice he has given. If like me, you are not well versed in things financial and find modern technology rather trying - then Miles is your man! We have worked with him for many years, trust him implicitly and would wholeheartedly recommend him.”
Address: 4a East Heath Road, London NW3 1BN, United Kingdom
Phone: +44 20 7744 1600
Website: fernbankwealth.co.uk
“Really happy with how everything is going working with Buckingham Gate. Grateful for your advice/support throughout the year and the whole process of working with a financial adviser, which is new to me and has worked out even better than I had hoped which is great. Continue to be impressed by your team who are friendly and professional and make me feel valued as a client”
Address: 25A Craven Passage, London WC2N 5AP, United Kingdom
Phone: +44 20 3478 2160
Website: buckinghamgate.co.uk
“Given that I don't have much credit history, I decided to engage Alan's help in my mortgage application. Alan is professional and very knowledgeable. Since I am new to the process, he is extremely patient and helpful in clarifying all my queries. Most importantly Alan is very responsive, super efficient and getting things done. I was fortunate to have my mortgage come through within a week of application (of course this would be subjected to many factors). I also appreciate him being there for me whenever I needed his advice and guidance to navigate this. Coming from a customer facing background, I can truly say that Alan has definitely provided a high standard of service which I found it quite rare to find. I am very thankful and highly satisfied with what he has offered and would highly recommend Alan and IFS to anyone. Keep up the excellent work. I am so glad I had your help!”
Address: 45 Rusper Road, London N22 6RA, United Kingdom
Phone: +44 20 8610 9811
Website: ifswp.co.uk
“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!”
Address: 22 Wenlock Road, London N1 7GU, United Kingdom
Phone: +44 20 7193 6935
Website: moneyhoneyfp.co.uk
“Richard has been nothing but helpful throughout my dealing with a trust fund that has been left in my name. His advice is always timely and precise with clear instructions and he is always readily available. No task was too small and he was polite and knowledgeable. I would recommend Richard and his services to anyone in need of high quality financial advice, I will be using him in the future without a doubt.”
Address: 100 Hall Lane, London E4 8EU, United Kingdom
Phone: +44 7919 659307
Website: fernbankwealth.co.uk
“Ginkgo Financial, helmed by Mr D Walbank, are in a supreme class of there own. By far the best equipped, knowledgeable, professional and honest agencies I have worked with: whether it be pension planning, savings and investments or guidance on loans, credit and mortgages. I have not felt safer or more in control with my finances.”
Address: 2 Delacourt Road, London SE3 8XA, United Kingdom
Phone: +44 20 3675 9050
Website: ginkgofinancial.com
“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”
Address: 12 Greenheys Drive, London E18 2HB, United Kingdom
Phone: +44 330 333 2373
Website: clayhallfs.com
“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!!”
Address: 19 Bourne Road, Bexley DA5 1LR, United Kingdom
Phone: +44 1322 522523
Website: lawtonfinancial.co.uk
“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.”
Address: 161 Kingsley Road, Hounslow TW3 4AS, United Kingdom
Phone: +44 7976 949424
Website: perfectfs.org.uk
“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.”
Address: 54a Cowley Mill Road, Cowley, Uxbridge UB8 2FX, United Kingdom
Phone: +44 20 3372 4469
Website: oakmountfs.com
“Gideon has been brilliant. From the very first phone call he’s been friendly, professional and knowledgeable. I would definitely recommend him and TR Financial.”
Address: Station Road, Borehamwood WD6 1SL, United Kingdom
Phone: +44 20 3971 6950
Website: trfinancial.co.uk
“Anna helped me to buy life insurance, she was fantastic—professional, knowledgeable, and attentive to my needs. She made the process simple and found the perfect coverage for me. Highly recommend!"”
Address: Fulham Reach, London W6 9AT, United Kingdom
Phone: +44 7938 902663
Website: facebook.com
“I contacted Samir just 2 weeks before the UK tax deadline, panicked about getting help in time (I'm a US citizen with a number of different investment assets across the US & UK, and as a result my UK taxes are fairly complex). He was absolutely incredible--jumping on the phone several times to explain complex issues to me, and very responsive over email. His team also has a great system where you can easily upload files. Once the taxes were complete (somehow, with plenty of time before the deadline!) I had a few questions, which he quickly addressed. It was my smoothest experience ever working with an accountant--would really recommend Samir and team for your tax needs!”
Address: 582 Honeypot Lane, Stanmore HA7 1JS, United Kingdom
Phone: +44 20 3475 7727
Website: capitaxfinancial.com
“John is knowledgeable, informative and clear. His pension advice has been very important for me and my family. I wouldn't hesitate to recommend him.”
Address: Lower Coombe Street, Croydon CR0 1AA, United Kingdom
Phone: +44 20 8138 5960
Website: d-ifa.co.uk
“David has been beyond helpful to date and we don't know what we would have done without him! He's made the whole Mortgage process simpler and has explained every single step along the way without hesitation! I would highly recommend David and Team as they go above and beyond to make dreams turn into reality! Thank you David & Aventur Wealth! :) 5* without a doubt!”
Address: London SE1 9BG, United Kingdom
Phone: +44 20 3740 1113
Website: aventur.co.uk
“I was recommended to contact Blackstone Moorgate by a close friend who had used them with much success. Their recommendation was spot on. A very professional service which inspired confidence; my knowledge of investing is limited, so I needed thorough guidance. This came from David Bright who then set everything up for me, at what I consider a very reasonable cost.”
Address: 30 Crown Place, London EC2A 4EB, United Kingdom
Phone: +44 20 3376 1444
Website: blackstonemoregate.com
“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!”
Address: High Road, London E18 2QH, United Kingdom
Phone: +44 20 3022 7003
Website: cooperandparks.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
“I had an excellent experience working with Precept Finance, and I can’t recommend them enough. From the very beginning, Brother Shamim was incredibly supportive and patient throughout the entire process. He took the time to understand my needs and guided me through each step with clear explanations and valuable advice. The whole financing process was smooth, and I was able to secure the funding I needed for my property purchase without any hassle. I truly appreciate the professionalism and dedication displayed by the team. If you're looking for reliable and efficient financial assistance, Precept Finance is the way to go! From Azhar”
Address: 720 Romford Road, London E12 6BT, United Kingdom
Phone: +44 20 3302 1120
Website: preceptfinance.co.uk
“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!”
Address: 135 High Street, Hornchurch RM11 3YJ, United Kingdom
Phone: +44 1708 875749
Website: flagstone.co.uk
“Since joining GNS they have been brilliant to partner with, any request that we as a company need done they are fast to respond and resolve any issues in a timely manner. One of the reasons we joined GNS was due to their fantastic level of customer service, I couldn’t recommend them enough.”
Address: Cricket Field Road, Uxbridge UB8 1QG, United Kingdom
Phone: +44 20 8090 2604
Website: gnsassociates.co.uk
“As a small business its hard to find professionals who can deliver without paying corporate prices. My previous accountant used to take 3-5 days to reply any time I had a query, sometimes longer!! It was very frustrating and making me not want to be in business any more. Finally, I met KPSR and my luck started changing. They are not your typical accountants. They are quick, tech savy and quick. I can only assume this is because they have younger partners who are bringing that corporate aspect to the profession. They are a pleasure to deal with and they have in house contacts for everything, mortgages, lawyers, surveyors, I’m sure the list goes on!! I have been with them for over 5 years now and I strongly recommend you make the switch as a business owner as they will save you time and money!”
Address: 58 High Street, Pinner HA5 5PZ, United Kingdom
Phone: +44 20 8861 3404
Website: kpsrllp.com
“During the financial crisis of 2007-8 and because of serious accessibility problems with our previous portfolio management company, my wife and I agreed that it was necessary to identify a suitable independent, professional, responsible and accountable organisation to take over and manage our financial investments. Having considered our requirements and taken appropriate advice, we appointed Elmwood Financial Consulting, now known as Elmwood Wealth Management. Elmwood, managed by Darren Collett, immediately provided clear guidance and recommendations which successfully prepared for our subsequent retirement. Elmwood continues to keep us well informed, and Darren has made subsequent changes to our portfolio which have ensured our financial stability whilst satisfying our ethical attitudes. In closing, I highly recommend Elmwood Wealth Management for inclusion in any financial portfolio management selection process.”