Fernbank Wealth - Chartered Financial Planners/Advisers.
About the Business
Welcome to Fernbank Wealth, a leading team of Chartered Financial Planners and Advisers located in the vibrant city of London. Our institution is situated at 4a E Heath Rd, postcode NW3 1BN, which is conveniently accessible and easily located making it easier for our clients to access our services.
As a team of experienced and qualified financial planners, we provide tailored financial solutions to individuals, families, and businesses of all sizes. Our mission is to help our clients achieve their financial goals, objectives, and aspirations through personalized advice and professional guidance. We understand that each client is unique and requires a bespoke solution to their financial matters, which is why we take pride in our tailored approach.
At Fernbank Wealth, we offer a wide range of services which include financial planning, investment management, pension planning, tax planning, retirement planning, and protection planning. Whether you are an individual looking for guidance on how to grow your wealth, a family seeking to secure your financial future, or a business seeking a financial partner to help achieve its business objectives, we are here to support you every step of the way.
Our team of chartered financial planners and advisers possess a wealth of knowledge and experience in the financial industry. We are here to provide our clients with valuable advice, professional expertise, and support every step of the way. Our institution is built on a strong foundation of integrity, transparency, and trust, which forms the basis of our relationships with our clients.
If you are seeking the services of a reliable and professional financial planner or adviser, we welcome you to visit us at Fernbank Wealth. Our institution is one of the most reputable institutions in the financial industry in London, and we pride ourselves on providing the best possible service to our clients. Visit us today and experience financial success!
Photos
Location & Phone number
4a E Heath Rd, London NW3 1BN, United Kingdom
Hours open
Monday:
9:00 AM - 6:00 PM
Tuesday:
9:00 AM - 6:00 PM
Wednesday:
9:00 AM - 6:00 PM
Thursday:
9:00 AM - 6:00 PM
Friday:
9:00 AM - 6:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Miles has provided clear and excellent advice on our investment options as we move from full time employment to retirement. He has explained in simple terms where the benefits and risks lie and has made a complex situation a lot easier for us to understand. He has provided us with a long term investment plan and he has helped us with decisons that needed to be made to secure our financial future. This has included guidance on state and private pensions and how we should deal with interitance tax for our children. Nothing has ever been a problem for Miles and his team and they have been efficient and responsive with any actions from our financial reviews. We highly recommend his services."
"I’ve known Miles and his family for a long time and trust him 100%. I have a busy job (and a large family!) so no real time to manage my finances. Miles has advised me for many years with an outstanding service. He’s always given me time to talk through any detail - enabling me to get on with my life and sleep well at night knowing my finances are in safe hands. He’s a top guy, true professional with a good splash of humour. Thank you and highly recommend Miles"
"Miles has really taken the time to understand what's important to us and we feel much clearer about our future. He explains things simply, is always available and we trust him. We enjoy his company too which is unusual in his profession!"
"Miles offers excellent financial advice and is proactive in his approach. He has introduced us to people and events that have have had a very positive impact on our business. And personally, he has been full of sound ideas. He is trustworthy, transparent in his dealings and good value, I would highly recommend him."
"Miles provides clear, pragmatic, well thought out advice. Professional and responsive, he also has the rare quality of being an advisor that takes the time to get to know you, your goals and genuinely wants to do what is best for you, with no sales angle or other agenda, which really sets him apart. He is someone you can trust to guide you through various financial planning decisions and comes highly recommended."
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