Wealth management services in Bromley

29 results found

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  1. 1

    Leaders Letting & Estate Agents Bromley

    ★★★★★ 4.8
    Closed

    “Leaders have been a great agency to work with overall during my hunt for a new flat. Molly Lucking was a pleasure to deal with throughout the process, always being on hand to deal with any queries / concerns. They offer a great service with a list of great flats / houses for anyone in the Bromley area looking for a move. I recommend reaching out to Molly, she will be able to guide you in the right direction.”

    Address: 20-21 Church Road, Keston BR2 0EG, United Kingdom

    Phone: +44 20 8460 7333

    Website: leaders.co.uk

  2. 2

    “The staff at Hunters went over and above to make sure that the rental process from first viewing to moving in was really smooth and as stress-free as possible. Thank you so much to the team and in particular to Daniella who has been fantastic! Communication is prompt and the apps they use are great and make all services really accessible. Would highly recommend!”

    Address: 219 High Street, Bromley BR1 1NY, United Kingdom

    Phone: +44 20 8467 1818

    Website: hunters.com

  1. 4

    “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. 5

    Chris Nyeko Just Wealth

    ★★★★★ 5
    Closed

    “I’m grateful to Craig for his help and advice with my first venture into the world of investments. I found his service friendly, professional and efficient. I will certainly be recommending Craig to anyone seeking high quality financial advice in future. Thank you Craig.”

    Address: Tweedy Road, Bromley BR1 3FE, United Kingdom

    Phone: +44 7789 160559

    Website: facebook.com

  1. 11

    Thomas Foy Financial Ltd

    ★★★★★ 5
    Open

    “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.”

    Address: 1 Bromley Lane, Chislehurst BR7 6LH, United Kingdom

    Phone: +44 20 3734 9024

    Website: thomasfoyfinancial.com

  2. 12

    Palantir Financial Planning

    ★★★★★ 5
    Closed

    “It is not often I find the need to heap praise on an a person or organization ,however on this occasion I feel compelled to do so. I have been a client of Palantir financial services for two years now, and the service I receive is a complete opposite of that I received from my previous pension advisor .From the moment I was introduced to Eamonn Prendergast I was struck by how professional and knowledgeable he was, Eamonn explained in detail and in plain English how he intended to restructure my pension plan, which at the time was a bit of a mess to say the least. He explained the pros and cons of various plans in a clear and concise manor and tailored a package he thought would best suit my circumstances, the price of the plan and fees were clearly pointed out and explained. Eamonn regularly makes contact to update on issues and offer solutions to problems that may arise, his honesty and integrity is evident in all the meetings I have with him. In an industry that seems to attract more than its share of con men and charlatans, Eamonn and Palantir has been a beacon of light that shines out. For a complete peace mind I would not hesitate to highly recommend them.”

    Address: 21-23 Elmfield Road, Bromley BR1 1LT, United Kingdom

    Phone: +44 20 8464 9012

    Website: palantirfp.co.uk

  1. 13

    Kesar & Co Solicitors

    ★★★★☆ 4.1
    Closed

    “If you're facing any housing issues, I highly recommend Kesar and Co. Miss Inam provided exceptional service, showing both professionalism and compassion. I truly appreciated her fast and prompt actions throughout the process. They are definitely the best choice for legal assistance.”

    Address: Bromley BR1 1DG, United Kingdom

    Phone: +44 20 8181 3100

    Website: kesarandcosolicitors.co.uk

  2. 15

    Emil Thomas Associates

    ★★★★★ 5
    Closed

    “Tom and the team at Emil Thomas were outstanding throughout the entire process of my first property purchase. They provided excellent advice, competitive rates, and unwavering support every step of the way. Their dedication turned a complex process into a smooth one, I couldn’t recommend them more highly. Thank you!”

    Address: 6 Hayes Road, Keston BR2 9AA, United Kingdom

    Phone: +44 20 8315 7414

    Website: emilthomas.com

  1. 17

    ADIVA Accountants Ltd

    ★★★★★ 5
    Closed

    “Adiva professionals are very approachable and have always given concise positive advice for my new business . If information is required promptly then Adiva are always ready to help. I would not hesitate to recommend their services to anyone looking for a reliable partner.”

    Address: 18-20 East Street, Bromley BR1 1QU, United Kingdom

    Phone: +44 20 8313 9117

    Website: adivaaccountants.co.uk