Top 30 Best Estate planning experts in London
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Leadenhall Wealth Management
● Closed“Simply the best and right in the heart of the city. Highly recommended.”
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Devine Financial Management - Antony Devine IFA
● Closed“Was recommended to go to Antony Devine for financial advice some years ago. It was the best the thing I ever did. He looks after my portfolio excellently I trust him implicitly and know I am safe hands. He is very professional and trustworthy. I can highly recommend him.”
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Pall Mall Financial Independence Ltd.
● Closed43 Oxford Drive, London SE1 2FB, United Kingdom“As an ordinary working person without a great deal of wealth, I would have no hesitation in recommending Pall Mall Financial Independence to anyone requiring a financial/pension health check or advice. Their team of Dominic Miller and Matt Oak researched everything that I needed to know about an obscure, 30 year-old pension that I had and performed a financial health check on my affairs for the run-up to my retirement. I was given a thorough, written report which, to my amazement was totally free of charge. Their office may not be in the most prestigious of locations, but do not be put off, the service is excellent. Highly recommend.”
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Butterfly Financial
● ClosedLondon EC2N 4AY, United Kingdom“Fantastic service, really informative and helped me make the right choice.”
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Portfolio Wealth Advice
● Closed“Portfolio Wealth Advice were recommended to us by a friend. So far I have found Mark to be personable, straightforward and helpful. I'd definitely recommend his services.”
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Gold Wealth Management Ltd
● Open“Gold Wealth Management are highly recommendable. For well over 5 years I have enjoyed working with their trusted advisors on how best to manage my wealth. They work in a professional manner with a personal touch, which gives me great confidence and trust in their ability. Their communication is fantastic and they are always in contact with me to keep up to date with my circumstances. I would like to thank the team for the magnificent service I have received to date.”
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Osprey Wealth Management Limited
● Closed“Ross provided a thorough and excellent service with detailed and balanced advice on my investments. Would highly recommend.”
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David James Wealth Limited
● Closed“Highly recommend David James wealth for all of our your financial services needs.”
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Metcalf Moat IFA Limited
● Closed6 Fairway, Petts Wood, Orpington BR5 1EG, United Kingdom“Excellent service the team make you feel you're their only client, they give you all the information you need to make the correct decisions for your finances. Would highly recommend”
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Bull Ferguson
● Closed26 Hertsmere Road, London E14 4EF, United Kingdom“Once you have used the best... Brilliant help thank you.”
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David Smith Financial Services
● Closed78 The Broadway, Loughton IG10 3ST, United Kingdom“Very Professional & approachable. Helped with my Retirement Planning & couldn't speak more highly.”
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Sheena Parker Wealth Management
● Closed“After listening to Sheena's advice, I feel a lot more in control of my finances. Sheena has a way about her that makes you feel at ease and this gave me the confidence to be more proactive with my savings, so thank you!”
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Austin Chapel Independent Financial Advisors LLP
● Closed4 Gridiron Place, Upminster RM14 2BE, United Kingdom -
Mortgage Pioneers
● Closed“The company offers excellent customer experience. I will highly recommend this company.”
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PFS IFA Ltd
● ClosedFront Lane, Upminster RM14 1DY, United Kingdom“High quality financial and personal pension advice from a highly qualified intermediary.”
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Corinne Gibbons Financial Planner
● OpenGravesend DA13 9AD, United Kingdom“My wife (GP) and I have recently taken out life and critical illness insurance with Corrine Gibbons and I can whole heartedly recommend her for any financial advice that you may need. She is patient and thorough, which is the perfect combination for someone in the financial sector. She is not a money grabber unlike most financial advisers as she will give you the good, the bad and the ugly with her advice, making this approach rather refreshing. We have complete trust in Corinne, so much so, we are about to re mortgage with her and go through the pension transfer process in about 10 months time.”
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KISS Financial Management
● Closed1 Derby Road, Grays RM17 6QD, United Kingdom“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!”
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Simple Return Accountants
● Closed“Highly professional service and excellent customer service we have received from Simple Return accountant. Staff has been very helpful and understanding throughout and within our budget. I would definitely recommend the company.”
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Adams & Bowles Wealth Management Ltd
● Closed30 Churchill Square, Kings Hill, West Malling ME19 4YU, United Kingdom“Had a zoom meeting with Luke today, we have found him to be professional and helpful, very satisfied with the service we are receiving.”
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TaxAssist Accountants
● Closed“Roland Wood is truly fantastic as are the whole Tax Assist Team in Shepperton. Nothing is too much trouble for them and they give me piece of mind and have been pivotal in the growth and success of my consultancy business. They are a delight to deal with and we couldn't live without Roland and his fabulous employees. They are meticulous, personable, knowledgeable, empathetic -'just brilliant really.”
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Incisive Accounting Ltd
● Open“We moved to Incisive Accounting in 2020 when we were disillusioned by the lack of advice provided by our encumbent supplier. Our business is complex and Yasar quickly understood the intricacies of the 5 different companies and products/services we supply. Whilst our accountancy fee reduced by half, the advice and service we receive from Yasar and his team has increased 10 fold. When you are busy running successful businesses it's essential for your accountant to be "part of the team", striving for your success. This is exactly what we have found in Incisive and I can't recommend them highly enough.”
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Hamilton Accountants Ltd
● Closed14 Upper Halliford Road, Upper Halliford, Shepperton TW17 8RY, United Kingdom -
L C Wealth Management
● Closed“Luke at L C Wealth Management has a great depth of knowledge and been a massive help at allowing me to understand my financial planning better and ensuring my investments meet my overall goals”
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