Wealth management in Croydon

“Barzinji & Co have been exceptionally professional, knowledgeable and helpful, I cannot recommend them enough. They are always prompt with communication, explain things very clearly, are extremely patient and give good, honest advice. I have seen amazing results working with them. Great and reliable service with reasonable prices. Will definitely continue to work with them with full confidence. Highly recommend!”

“Mark Setter is a first-rate financial advisor whom I highly recommend. He is professional and courteous and always goes the extra mile to provide the advice and expertise my wife and I need. Mark has excellent interpersonal skills and is a pleasure to deal with. When it comes to investments, pensions, savings and all other financial matters, my wife and I trust his judgement implicitly.”

“The best service we've ever had from an insurance company. I'm an 8 year old Viszla called Bella. I've been insured with LV for 4 years and never been ill, not even a cold. But when I got a couple of lumps on my tummy and leg and they were getting bigger the vet said I should have them removed as a precaution. She did it the following week and I went home wearing a very un-flattering doggy onesie to cover my stitches. Anyway, I went back on Monday and I've got the all clear! Horray! My human said he got through to another human on the phone and was sent a claim form by email. It was very easy to fill in and the vet sent it off for him last week. He got paid today and said it's the best service he's ever had from an insurance company.”

“I'm really pleased with the service I have received from FSB Insurance Service. Paul was able to quickly find me a liabilities policy that perfectly meets our needs and is almost half the price of the renewal quote received from my previous broker. Everything has been fully explained and the documentation received promptly. Look forward to working with Paul again in the future and happy to recommend FSB Insurance Services.”

“Nicola Bragger is our Mortgage Advisor and went above and beyond in order to get us to completion. We cannot thank her enough for all her hard work - amazing service. Helpful, positive, always thinking of solutions. Thanks Nicola.”

“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.”

“HMRC, constantly sent me reminders ,that my accounts had not been done and fined me accordingly, Bells accountants sorted the problem out I have used this firm for many years and will continue to do so Thank you !!!”

“Excellent and very helpful service with regards to sorting out my tax return. I received great assistance with this.”

“I have just had a knee replacement , carried out by Mr Sinah. The care I have received has been second to non. Anna, Jane and Elizabeth cared for me on the ward and nothing was too much trouble for them . Tris, my physiotherapist went through my exercises, explaining them clearly, giving me the confidence to do them . Mr Sinah was great, putting my mind at ease every step of the way. I would not hesitate to recommend Shirley Oaks and their staff. They have been amazing !”

“Gina was superb in helping me with my pension queries with straight forward advice. Highly recommend this company to anyone looking for financial advice.”

“I would highly recommend the services supplied by Silvano and Uniplan.”

“Future Directions have helped me on a number of cases when applying for mortgages, remortgages and rate switches, even through auction properties. They've always been professional, prompt to act and extremely knowledgeable. I'd highly recommended and a very special thank you to Francesca Weeks!”

“Absolutely professional and very friendly service with affordable prices. Hatem has saved me over 2000.00 GBP just after a week we decided to go with Tax and Save Ltd. I highly recommend him.”

“An invaluable asset to any business. UK Tax Partners demonstrated a deep understanding of our industry, providing tailored tax solutions that made a real impact.”

“Owadally and King supplies Croft with our companies financial assistance, providing all our financial needs. Their in house team provides us with day to day services, they are always on hand, cheery and helpful. We feel in safe hands with Nakid who provides continuity year on year with our management accounts. There is always over viewed by Farook’s watchful eye.”

“Taha has been doing my self assessment every year for me , he speaks to you in way you understand it and is very informative and helpful, highly recommend ☆☆☆☆☆”

“very good. quick and professional and local to croydon”

“We were attracted by the willingness to give us advice even in advance of formal engagement. The service and advice received has been prompt and thoroughly considered. We wouldn't hesitate to make a recommendation.”

“Aczone staff delivered me a wonderful service especially Jay. I would recommend anyone to you.”

“Wasn’t happy with me previous chartered accountant so I was recommended Kashif at silver serket by one of my customer’s and what a recommendation it has been. Been with them over 10 years now and couldn’t be happier with Kashif and his team, just can’t fault them. They have always been very friendly and helpful and have always responded very quickly to anything that I’ve needed them to do urgently and have always been so clear and decisive. Kashif has always been a brilliant accountant to deal with, with all his experience and with all the business acumen that he has he has always given me great advice and I really do think he has played a part in my business being more successful over the years. As long as i am in business I certainly will always be using this company and would always recommend them to anyone.”

“A big thank you to Ausra for her support, motivation, lessons, and strategic plan that helped my business grow”

“Planning for retirement can be a difficult process but this was made easy with the professionalism and seriousness provided by Wingate Financial Planning. Once again, thank you to everyone involved in getting me to where I needed to be...with a retirement plan that fully meets my needs.”

“Wonderful service, from the moment we booked an appointment to the moment we picked up the final copy, I can not fault the service. They were very patient with my mum and took the time to make sure she understood everything and made her feel at ease. We were luckily able to go in and speak to someone rather than do it over the phone which we were really grateful for. Thanks so much the team for making what would have normally been an anxious time for my mum into a much more comforting experience.”

“Vivian got us a really a really good deal when we were looking for equity release. She explained simply what would of been a very difficult and daunting process for us. We were very relieved by the care and attention she gave to us in getting the best deal.”

“George Rogai has been my family’s financial adviser for some years now. He has always offered very good advice and helped us deliver a great return on our investments. I have found him to be very honest and trustworthy. It is clear to me that he really cares and puts his clients’ best interests first rather trying to maximise his own commission and fees. I highly recommend him if you are looking for a reliable and independent financial adviser.”