Wealth management services in Welling

107 results found

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  1. 1

    Clever Financial Services

    ★★★★★ 5
    Closed

    “Great service! I had no idea how the mortgage process works at the beginning, but they helped me a lot all the way through. They were very responsive, easy to communicate with, and approachable. Special thanks to Bhavik for the excellent service, and also to Rohit and Deepen for their support! They truly made my dream come true, and I’m incredibly grateful! Highly recommended!!”

    Address: 87 Kenton Road, Harrow HA3 0AH, United Kingdom

    Phone: +44 20 3953 5000

    Website: cleverfs.co.uk

  2. 2

    Holland Hahn & Wills: Wealth Management

    ★★★★★ 5
    Closed

    “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

  3. 3

    “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

  1. 10

    KISS Financial Management

    ★★★★★ 5
    Closed

    “My husband and I never thought we would ever achieve our dream of owning our own home. After my first conversation with Suzanne and Kevin at KISS Financial Management Ltd. I felt like we were on the right track. We have been given very clear advice and help from start to finish. Now we moved into our first home and we would highly recommend their services.Thank you for your help!”

    Address: 1 Derby Road, Grays RM17 6QD, United Kingdom

    Phone: +44 1375 394150

  2. 11

    “We found Corcillium , (Leon) a very professional business to deal with, conscientious and extremely efficient, with a great knowledge of a range of investments, and can tailor them to your requirements. We would recommend this company to help plan your future finances. We have dealt with them for several years, and we have been given good, sound financial advice, which we have benefitted from.”

    Address: 75 Rowan Close, Guildford GU1 1PW, United Kingdom

    Phone: +44 1483 654135

    Website: corcilliumwealthmanagement.co.uk

  1. 27

    Mesa Financial

    ★★★★★ 5
    Closed

    “Buying my first home felt like it could be an overwhelming process, but P10 Financial — and especially Jo Payne — turned it into a smooth, even exciting journey. From our very first conversation, Jo was patient, attentive, and incredibly knowledgeable. She took the time to explain every step in plain language, making sure I understood my options and felt confident in my decisions. What impressed me most was how personal Jo made the service feel. I never once felt like “just another client” — Jo genuinely cared about my goals and worked tirelessly to find the best solution for my needs. Their guidance was not only professional, but also warm and encouraging, which meant the world to me during such a big life milestone. Thanks to Jo and the entire team at P10 Financial, I’m now in my dream home — and I can honestly say the process was easier and less stressful than I ever imagined. I’m deeply grateful for their expertise, dedication, and kindness, and I would recommend them without hesitation to anyone looking for financial guidance, especially first-time homebuyers.”

    Address: 77a Richmond Road, Twickenham TW1 3AW, United Kingdom

    Phone: +44 20 8891 4422

    Website: mesafc.co.uk

  1. 28

    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. 29

    Money Honey Financial Planning

    ★★★★★ 5
    Open

    “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

  3. 30

    TaxAssist Accountants

    ★★★★★ 5
    Closed

    “From the first Meeting I had with Daniel the service has been amazing. Made me feel comfortable and kept me up to date with everything. I didn’t have a great 1st experience with a previous accountant, however Daniel changed it all and made things look easy. The Team at the Welling Branch are very responsive and knowledgeable, they are patient with my questions and always ready to jump on the phone when needed. Their advice is helpful and meets you where you are in in terms of Sophistication. Thanks again for your great Service and customer care”

    Address: 132 Bellegrove Road, Welling DA16 3QR, United Kingdom

    Phone: +44 20 8076 4161

    Website: taxassist.co.uk