Wealth transfer planning in London

121 results found

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  1. 2

    Paradigm Norton Financial Planning

    ★★★★★ 5
    Open

    “5-star in all respects. Initially I was somewhat sceptical about the need for a “Financial Advisor” but Paradigm Norton (and Tommy in particular) have been nothing short of brilliant and I cannot recommend them enough. As 2 working parents with 3 kids we are very time-poor as a family and the Paradigm Norton team ensure that our current and future financial affairs are in good order in a changing world, we balance today vs. tomorrow, and that we have a long term plan in place for us / our children. Trustworthy, transparent and always there to help - we are loyal clients since 2019”

    Address: 140-142 Saint John Street, London EC1V 4UB, United Kingdom

    Phone: +44 20 7269 7960

    Website: paradigmnorton.co.uk

  1. 4

    Sheena Parker Wealth Management

    ★★★★★ 5
    Open

    “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. 5

    Unique Wealth

    ★★★★★ 5
    Open

    “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. 6

    Hampstead Wealth Management

    ★★★★★ 5
    Open

    “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. 11

    “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

  1. 13

    David Bean Wealth Management Ltd

    ★★★★★ 5
    Open

    “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

  2. 14

    Gold Wealth Management Ltd

    ★★★★★ 5
    Open

    “I dealt with Joe from Gold Wealth Management for mortgage broker services and was so grateful for the quick responses, efficiency and genuinely useful advice I received. I never waited long for replies or reassurance and Joe essentially translated all of the legal jargon that comes with using solicitors and made me understand what was happening at all times. Would recommend to anyone who needs mortgage broker services, especially first time buyers who feel lost with the house buying process . Thanks so much!”

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

    Phone: +44 20 8042 4844

    Website: goldwealthmanagement.co.uk

  1. 17

    “Many thanks to Paul, Kim, Ben and David for your thorough and professional service throughout. Gilmour Quinn have provided me with advice on: * Residential Mortgage * Limited Company Buy-to- Let Mortgages * Income and Protection Insurance I cannot fault this company and would recommend them to anybody who seeks financial advice.”

    Address: 2 Station Approach, Staines-upon-Thames, Staines-upon-thames[11] TW18 4LY, United Kingdom

    Phone: +44 1784 779800