Wealth creation in London

“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.”

“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.”

“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.”

“Following the retirement of our previous financial adviser Luke proved to be very knowledgeable, explained our options with great care and in a friendly manner. There is no hard sell, Luke explains financial matters in a clear way and at the same time listens carefully to our needs and wishes. He is always objective and has our best interests in mind, overcoming any concerns we may have had. Luke has proved trustworthy, recommends what is good for us, which may not always be in his best interests and genuinely cares that we get the advice we need. I can thoroughly recommend Luke for anyone looking who needs reliable investment and financial planning advice.”

“I’ve been working with Fortuous now for a number of years and find them very knowledgeable, professional and helpful. They respond to my emails promptly and is always a phone call away. I can focus on running my business with the peace of mind that my accounts are in order. Thank you Fortuous !”

“It was my first tasting menu experience ever and I have to say that it was a delightful. The (dream) team: - Joanna was very kind since the beginning; - Chef Patron Sebastian Rast and his team made a great job in kitchen. Very quiet and effective. Absolutely masters! The food: I totally destroyed the wrong concept about gourmet food (gourmet is tasteless or/and not fulfilling). Every single dish was an explosion of flavours. Absolutely stunning! The ambience: Loved the decoration in tones of black and brown and somehow shady and minimalist. I can’t recommend this place enough! Price vs quality outstanding! Congratulations!”

“The staff are knowledgeable, helpful and very approachable. We have been getting our accounts done with P&K for 5 years since we opened our company. Brilliant service! Would high recommend them!”

“Professional yet relaxed, making tricky financial matters seem simple. My wife and I have been working with Robert Forbes and Aaron Hicks for over two years now. Whether it be over the phone, via email or visits to their office, I've always been very pleased with how easy they have made everything. Their advice has been invaluable and matched to both our understanding and risk attitude with financial matters. They are plain speaking and never pushy. When I initially suggested an amount of monthly investment, they looked at our monthly budgeting and recommended we start lower and can always increase after we were comfortable with the amounts going out...I like that attitude. I'm not sure if the monthly newsletters from Stadden Forbes are publicly available, but the way in which they are written reminds me of what it is like to work directly with them. Relating topics like Brexit on how that could influence the markets and retirement investments in a simple easy to understand way. Highly recommend!”

“Graeme is a well-informed and efficient adviser who gives clear explanations of the servive he provides. He regularly updates me and has an easy and approachable manner. What could your adviser do better? Can't think of anything Graeme is a very friendly person who is very easy to talk too and he always listens and takes on board what we have asked for. What we have liked about Graeme is he has always taken the time to make sure we fully understand the advice he has given as well as fully explaining all the options we have.We would not hesitate in recommending Graeme to anyone else as he has made sure we are happy and fully understand what we have undertaken unlike some of the advice we have had from other advisors in the past. Paul and Sharon. Graeme is the perfect advisor for a beginner like me, who has just made his first investment. He made sure he thoroughly understood my financial goals and my attitude to risk. He clearly (and very patiently) explained the structure of the investment and fees. I couldn't be happier with the advice that I received from Graeme. I know that my adviser is completely honest, full of integrity (something that is completely lacking in the Financial Industry and other sectors) and I have allways respected his advice because of the high level of his knowledge and his ability to use his expertise rightly on my behalf. He is extremely hard working and responsive and somehow always manages to respond rapidly and correctly. He is also capable of lateral thinking, i.e using a vast amount of factual knowledge to reach the right solution for his clients while safeguarding their interests totally. This is something that most people who charge fees for providing very important services to the public are totally incapable of providing and as demonstrated day after day are also totally devoid of any form of conscience. Graeme Mackay is one of a very small select number of Financial Advisers that do their job exceptionally well on behalf of their clients and therefore could not be more highly recommended. Graeme listens to what my requirements are and asks relevant questions. Discusses the sort of options available that will meet my requirement. Sources relevant products and then discusses them with me to make sure I understand the product Reviews my investments and advises me of any changes I should make, in particular if investemnts are not performing What could your adviser do better? I think Graeme does everything required, he spends a lot of time with me going through all my requirements, discussing the financial issues for and against. Comes up with suitable products which he explains to me. Reviews changing needs and the performance of my investments. Graeme is easy to talk to, he is patient when I don't understand anything and I he takes on board my requirement. I would be sad to loose him as my Financial Advisor”

“Josh was incredible at sourcing the right mortgage for us, was always on hand to advice and answer questions and did all the work that in completing the mortgage. I would not hesitate to recommend Josh the team at unique wealth to anyone”

“As a retired financial adviser with over 40 years experience I found Lucus Wealth extremely professional and, as important, truly independent. Having fully analysed my attitude to risk I received a personalised report and did not feel shoe horned into a pre-determined package.”

“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 was looking for a highly professional, and focused, personal financial advisory service which provided direct individual attention from an experienced Principal. In Hampstead Wealth I found that service, and soon developed a trusting relationship with someone whose advice reflects my needs and particular level of experience.”

“My investments have been with St. James's Place for over 15 years, of which the last two have been represented by Vinit and his team. I've been very pleased with his services to date - he is responsive, attentive, informative, and clearly has a very good handle on the market and how best to advise his clients. My pension / unit trusts / ISAs have seen excellent growth with SJP, and I am very to recommend Vinit and his services to anyone looking to plan for the future.”

“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.”

“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.”

“Very happy with all aspects of this Wealth Management Company . All investments explained and reviewed in a manner I can fully understand and they also suit all my needs. All staff are so very happy to help and are easily contacted. I am very impressed and grateful to see how hard my money is working for me . Highly recommended!”

“After having the pleasure of working in a professional capacity with Garry and the team and seeing the level of attention and quality that goes into constructing the advice, I would be happy to recommend people use their services.”

“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.”

“I received a free consultation on the phone and would definetely contact the consultant again if I need more help in the future. He took his time explaining everything and had the technical knowledge to answer all my questions.”

“I cannot speak highly enough of working with Noah Lasoye of Pinnacle Wealth Management. We met via LinkedIn and right from the off, Noah has been great to work with. Working in a very busy corporate role, I needed support and advice in financial management and Noah has provided the perfect service. He has excellent knowledge; all served with a friendly face and smile. Thank you Noah!”

“Sam Johnston has looked after my funds for several years, extremely impressed with the service I receive from him & Amicus wealth!”

“Mr Pope was very knowledgeable and explained everything very clearly, would most definitely recommend him.”