Wealth creation solutions in London

309 results found

Advertisements
  1. 1

    Resolve Financial Solutions Ltd

    ★★★★★ 5
    Closed

    “We have used Chris at resolve finance for many years and would never use anybody else. He is always extremely helpful and goes above and beyond to secure us the best mortgage available. I Would highly recommend him to anybody looking for a mortgage.”

    Address: 68 High Street, Weybridge KT13 8BL, United Kingdom

    Phone: +44 1932 943028

    Website: resolvefs.co.uk

  2. 2

    Elmwood Wealth Management

    ★★★★★ 5
    Closed

    “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.”

    Address: Lower Road, Fetcham, Leatherhead KT22 9HD, United Kingdom

    Phone: +44 1372 388240

    Website: elmwoodwealth.co.uk

  3. 3

    “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

  1. 5

    Sheena Parker Wealth Management

    ★★★★★ 5
    Closed

    “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

  2. 6

    L C Wealth Management

    ★★★★★ 5
    Closed

    “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.”

    Address: Wharley Hook, Harlow CM18 7DS, United Kingdom

    Phone: +44 20 3701 6105

    Website: lcwealth.co.uk

  1. 7

    “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 !”

    Address: 33 Roebuck Road, Ilford IG6 3TZ, United Kingdom

    Phone: +44 20 8521 3454

    Website: fortuous.co.uk

  2. 9

    Stadden Forbes Wealth Management

    ★★★★☆ 4.6
    Closed

    “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!”

    Address: 40 Grosvenor Gardens, London SW1W 0EB, United Kingdom

    Phone: +44 20 3405 5320

  1. 10

    “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”

    Address: 2 Everard Avenue, Keston BR2 7LR, United Kingdom

    Phone: +44 20 8325 6181

    Website: ifainbromley.co.uk

  2. 11

    Unique Wealth

    ★★★★★ 5
    Closed

    “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”

    Address: 37A Church Street, Weybridge KT13 8DG, United Kingdom

    Phone: +44 1932 932000

    Website: uniquewealth.co.uk

  3. 12

    Peppermint Financial Solutions Limited

    ★★★★★ 5
    Closed

    “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.”

    Address: 111 Queens Road, Weybridge KT13 9UN, United Kingdom

    Phone: +44 1932 955955

    Website: peppermintfs.com

  1. 13

    Lucus Wealth Ltd

    ★★★★★ 5
    Closed

    “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.”

    Address: 15 Newdigate Road, Harefield, Uxbridge UB9 6EJ, United Kingdom

    Phone: +44 1923 882531

    Website: lucuswealth.com

  2. 14

    Compare Wealth Managers

    ★★★★★ 5
    Closed

    “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”

    Address: 265-269 Wimbledon Park Road, London SW19 6NW, United Kingdom

    Phone: +44 800 464 7112

    Website: comparewealthmanagers.com

  3. 15

    Hampstead Wealth Management

    ★★★★★ 5
    Closed

    “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.”

    Address: 843 Finchley Road, London NW11 8NA, United Kingdom

    Phone: +44 20 8209 9299

    Website: hampsteadwealth.co.uk

  1. 16

    Vinit Mehta Wealth Management

    ★★★★★ 5
    Closed

    “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.”

    Address: Potters Bar, Barnet EN5 4SZ, United Kingdom

    Phone: +44 20 3150 4545

    Website: vinitmehta.co.uk

  1. 22

    Bryant Hall Todd Wealth Management Ltd

    ★★★★★ 5
    Closed

    “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!”

    Address: 42 Saint Luke's Road, Old Windsor, Windsor SL4 2QQ, United Kingdom

    Phone: +44 7540 871345

    Website: bhtwealthmanagement.co.uk

  2. 23

    A-Star Financial Solutions UK Ltd

    ★★★★★ 5
    Closed

    “I have recently purchased a property and i am so delighted.They are very knowledgeable, professional and went step by step to explain & resolve Special thanks to Mr.Min Darlami and Mr.Kishor Rana they really worked hard & fast. I would highly recommend A-star Financial solutions uk”

    Address: 1 Olympic Way, Wembley Park, Wembley HA9 0NP, United Kingdom

    Phone: +44 20 7993 6367

  1. 25

    David Bean Wealth Management Ltd

    ★★★★★ 5
    Closed

    “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.”

    Address: 30 Lombard Street, London EC3V 9BQ, United Kingdom

    Phone: +44 1708 208885

    Website: davidbeanwealth.co.uk