Customized financial plan in London
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London Back Pain Clinic
“I had 10 sessions with Karl after I sprained my ankle. I had a lot of pain and swelling but through a combination of in clinic treatment and guided exercises Karl helped me get back to my normal sporting activities with minimal downtime!”
Custodia Financial Services
“I have instructing Custodian for close to tow years for all my work and there is one word that best describes their service: "Excellent!" I have been very impressed with Viral Patel. he is an absolute pleasure to deal with, he is very attentive and has a can-do attitude. He provides first class service and will always reply to your emails, return your calls etc but above all he give very professional and objective advice. He takes great care to ensure that you are provided with the products that meet your needs. Highly recommended.”
Park Hill Financial / Park Hill Equity Release
“Mark has looked after us on mortgages and health insurance. Always responsive and with our best interests at heart. We have been with him and the Park Hill team for a while and will continue to work with them as they are on our side. They also don't mind being driven potty by changes of instructions either.”
Feel Financial Services Ltd
“My name is Sam and my partner is mark. We are purchasing our first house and needed life insurance and income protection insurance. We spoke to Tim and he was amazing! Absolutely fantastic service and has assured me that I'm covered for everything! Would 100% reccomend Tim and will definitely be using cover tree again. Thanks Tim :)”
Spectrum Financial Advice
“As a company director, Lewis set up a group life insurance scheme for me and my employees and also key man insurance for the business. An excellent service, very prompt and I was kept updated throughout. I would highly recommend this company and I will be returning in the future.”
Crystal Financial Solutions
“I was truly impressed with the service provided by Ash. As someone who initially dreaded the thought of having to go through a mortgage process, I found Ash extremely knowledgeable, personable and reassuring. His ability to tailor the service provided to one’s circumstances is outstanding. He really takes the time to understand your needs as a client and goes above and beyond what is normally expected to meet them. Ash was extremely fast, thorough and his ‘can do’ attitude made the entire process less stressful than expected. He laid out the process clearly from the beginning and we debriefed at every step as often as necessary. He was always prompt in updating us and getting things done, we never felt we had to chase up. I have rarely seen such outstanding service and I feel fortunate to have worked with Ash in such a significant life decision. Highly recommended!!”
Abraham Associates - Mortgages, Insurances, Pensions, Borehamwood, Herts, London
“The Director as well as the team were excellent. They were prompt in their response, very assuring and understanding. I experienced great timely and spontaneous communication. Finally, I found them to be optimistic even when things looked bleak from my end. I am very happy to recommend Abraham Associates as dependable, and trustworthy.”
Mortgages & Insurers Solutions - London Mortgage Brokers
“I have used Mortgages & Insurers for both of my last 2 home moves and they have always provided me with fantastic service. Most recently I had a very complicated case. Fortunately Danny was diligent in his work to make sure I was able to move on time, and Mark was on hand to support when things became difficult. Can't recommend them highly enough.”
ARK Wealth Advisers - London
“We were really in an very complicated stage in our Credit score level and everways we were less qualified for a mortgage. But once we met Mandip we really came to know what mistakes we were doing .He is very Professional person and his advice brought us a confident that we also can buy a house. And YES it took about 6 months but I would say it was worth waiting that much of time. We would have not made it to our Dream house without Mandip 's valuable advice and Support. Thanks to Mandip ARK MORTGAGES.”
Frog Financial Management Mortgage Brokers Rickmansworth
“Frog are completely on the ball. They source competitive rates and email us when our insurances need renewing - ensuring year on year that we get the best deal. They have sourced our mortgage for over 6 years and given us financial advice regarding our Wills and life assurance. We wouldn’t be without them. Thank you to Craig, Charlie and the team. You have made a huge difference to reducing our stress with financial worry.”
Greenacre Financial Services
“Lara has been absolutely amazing! She worked on my mortgage tirelessly for 8 months and despite all of the setbacks and delays, she persevered to find me exactly what I needed. Furthermore she is absolutely lovely, personable and easy to deal with. I wouldn’t hesitate and haven’t hesitated to recommend their services 5 stars from me.”
Percom Financial Services (Wimbledon)
“Elliott our mortgage advisor discussed the services available and walked us through the process step by step. He was never more than a phone call or Zoom call away during the entire process, which was handled professionally, incredibly knowledgeable and competent. He was friendly, down to earth, and most importantly, he made himself relevant by adjusting the topic so that we got along well. Samira (mortgage administrator) to be very educated and personable, and she was always making sure things were going on as planned. I would certainly use their services again.”
Line Financial Services
“I was about to renew my mortgage through Halifax, as I thought it would be easy and they’d give me a preferential rate being an existing customer. I thought I’d quickly check with Tom first to see if he could find me a better option and he managed to get me a new mortgage for 1% cheaper than Halifax were quoting me…and it was even with Halifax. Well worth dropping him a line just to check before you renew your mortgage, as it saved me hundreds every month”
Compton Financial Services
“Martin’s help in getting the mortgage offer has been instrumental. His knowledge and contacts have helped to navigate some of the challenges we have faced during the process which were not anticipated. The process began with a thorough consultation from Martin, explaining the house buying process and all of its steps. Once we have found a house and made an offer, Martin had us upload all the necessary documents/paperwork onto their easy-to-use secure platform. Where we had faced unforeseen circumstances were in aspects of immigration and structural integrity during the application process. Martin’s expertise and personal advice have been key in helping us navigate through the process to make the right decisions, helping us avoid a lot of stress. His outreach with various contacts with the lenders has helped us in securing the mortgage on favourable terms despite these issues. Throughout the process Martin has been very responsive; whether that’s through email or phone calls and provided a necessary buffer when dealing with estate agents on our behalf. Martin comes highly recommended from our experience, and we’re positive that without his help, securing our mortgage would have been much more challenging and stressful.”
Thomas Foy Financial Ltd
“The service I received from Thomas was exceptional. The level of care, the super fast replys to emails, the guidance and wisdom I got opened my eyes to an all new options regarding my personal finances. One thing I appreciate a lot is fast communication between parts. Thomas excelled at this. I would recommend Thomas Foy to anyone wanting mortgages and financial advice. Will use again.”
Links Financial Services London Ltd
“I would highly recommend Links Financial Services to anyone looking for a professional trustworthy service tailored to your specific needs. Jagpal Singh is very experienced in getting you the best deal and takes the stress out of the whole process from start to finish. He is always approachable and quick to respond to any questions or queries and works efficiently to a very high standard keeping you updated every step of the way. Jagpal always goes the extra mile without hesitation. What more could you ask for.”
Praddy Financial consultancy
“We have started using PFC recently, Praddy and Kavina have been very supportive to set up our new company, accounting, payroll, VAT returns. Very knowledgeable and helpful team. As we were very new to self employment, Praddy was supporting us throughout. Really impressed with their service. A pleasant team.”
Giles Warren Financial Ltd
“I have complete trust in Giles in handling my financial affairs. He takes great care in ensuring that I am comfortable with the level of risk with my investments and I feel that I am getting a very personalised service and that my input is important. I would have no hesitation in recommending him”
Future Start Independent Financial Planning
“We needed advise for our early retirement on the pensions we have. Excellent, professional and friendly service given by Jon who explained in detail options we had available to us, and advised us of the best options. Cannot thank him enough for all the hard work which has gone into resolving our questions and setting up a new Portfolio.”
IMC Financial Services
“I've worked with Andrew Francis @ IMC for well over 5 years now on multiple mortgages, re-mortgages and house moves. Andrew has consistently delivered us great deals and has been great to work with. I've had a lot of value out of the broker model and would definitely recommend using Andrew and IMC for financial planning and management. 10/10.”
London Financial Advisors Limited
“I have used Harri's services for a number of years and recommended him to everybody. His advice is always spot on, he works quickly, and has excellent client care skills. He is able to anticipate any issues and works with you to resolve them efficiently - always at the end of the phone and turns things around quickly. I will be using his services for years to come.”
Clifford Davis Financial Planning
“I had an initial enquiry regarding a commercial mortgage. I am so impressed with the way Clifton explained everything. I was new to the commercial mortgage side and Clifton took his time to detail every little bit. At this time I cannot afford to go ahead with the mortgage but I will most definitely be returning. Thank you”
Financial Partnership - London - Accountants & Business Advisors
“Very helpful and prompt advice. The company was fast to respond to my original enquiry on the same day and I got to chat to one of the experts (Jay) within an hour. He was very helpful and accommodating , and gave some useful pointers. I would recommend to work with/engage with this business.”
Fernbank Wealth - Chartered Financial Planners/Advisers.
“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.”
Avar Ltd - 24/7/365 Chartered Accountants London
“Avar was recommended through a friend, who is also my business partner. I approached Ash Varma for advise on my business and personal matters, which was in a real mess. Ash took me under his wing and with his advice and guidance, he helped sort the disorder in my business and personal matters. Ash and his Team are very professional and co-operative, they deliver what they promise and direct me through what I am required to do to meet deadlines and business obligations. The Team as a whole are very helpful, knowledgeable and good at what they do. They are IT orientated and use new methods of communication, which works around my own business demands. My financial circumstances have been quiet challenging this past year, which Avar have understood and accommodated. I would recommend Ash and the Avar Team to my friends and family!”
Richard Abbott - Fernbank Wealth - Chartered Financial Planner & Fellow/Adviser
“I was in a financial pickle and I went with Richard because of a friends recommendation. Richard has helped me to get back on track with my finances with some short and long term goals. Thank you so much.”
Anish Devkaran - Financial Adviser (Pensions & Investments)
“I am so grateful to have come across Anish on recommendation of MAG Accountants. Anish has a second to none nature in providing financial advice. Thank you Anish for making a difference. I would highly recommend anyone looking for clear, concise and affordable financial advice to speak with Anish.”
Palantir Financial Planning
“Eamonn handled the transfer of my employer pension. It took a while an involved a lot of paperwork but Eamonn handled it very well throughout. He responds to emails promptly and he kept me informed throughout the process. Recommended.”
Barnaby Cecil Financial Planning Limited
“Great financial service. Tom follows a methodical process that's designed to hit both financial and personal goals. He follows this up with exceptional knowledge about the markets whilst making the whole service very personal. I would highly recommend.”
Black Swan Financial Planning
“I have been very impressed. I needed advice on how to make the best use of my savings in my current situation. Jim Anderson was excellent in all respects; unfussy and sensible, his proposals were exactly what I needed to help me think through my needs. When I had sudden queries, his responses were quick, efficient and reassuring. I would certainly advise other people to approach Black Swan.”
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