Estate planning experts in Welling
295 results found
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Steene Law Solicitors. Care Fee Experts
● Closed“If someone close to you lives in a park (mobile) home and needs to move into a care home or extra-care accommodation, you need to know that your local council CANNOT include the value of their property when assessing their care costs, because a mobile home is considered chattel. This is something David brought to my attention and, as a result, saved our family thousands of pounds. My parents' property will now be inherited, in full, by their children, just as they wished. David has a wealth of experience in this field, which he initially put at our disposal - for free - during a long telephone conversation where he explained the legal position relating to the above. Since then, for a modest fee, he put together a report which, if necessary, we could put before our local council to support our case. As it happened, our local council capitulated pretty quickly, but David is there to fight for the rights of those whose councils need a little more persuasion! David is a solicitor with a heart - he truly cares about the plight of the elderly and is determined to champion them in situations such as this. I found him courteous, extremely knowledgeable and always available if we needed to contact him to clarify anything. I would not hesitate to recommend David (and his wife) to anyone seeking advice on matters relating to the legal/financial rights of anyone who finds themselves at that time of life where their circumstances dramatically change. I am so grateful for his help, without which my parents' home would have been sold and they would be fully funding their own care for the rest of their lives. Thank you, David!”
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Maximum Inheritance Specialists * Inheritance Tax & Estate Planning
● Closed“My husband and I have just drawn up our Wills with Ade from MIS. Ade is very professional and highly knowledgeable. Ade was able to put our minds at ease and offered guidance every step of the way on what was a difficult subject. I would highly recommend Ade without hesitation. Ade, thank you.”
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Palantir Financial Planning
● Closed“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.”
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Estates East
● Closed“We have purchased our first property with Estates East and we were overall very happy with them. They have a friendly team, they are very organised and they have very good telephone manners (unlike most Estates Agents we had to deal with in the past!). We felt that we were treated in a respectful way and we will not hesitate to get in touch with them if we move again in the future. The only small point that I could make is that the sales progression team can be a bit slow to answer emails and that we had to chase a couple of times. That's all.”
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LiFE Residential West London Estate Agents
● Closed“My flat mate and I were assisted by Bruce. He was kind enough to book a viewing with us very quickly. He explained everything so well, ahead of the viewing and after the booking. He gave sufficient assistance on all the steps we needed to take to take to get our offer approved and tenancy agreement signed. I am extremely pleased with his service.”
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Borkakoty Wills and Estate Planning
● Closed141 Wentworth Road, London NW11 0RJ, United Kingdom“Amitav has come across as a friendly, responsive and respectful adviser. He is knowledgeable and will guide you and explain satisfactorily on any on your query on setting up a trust and is welcoming on any subsequent qeuries during the process.”
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Purely Financial Planning LTD Walton-on-Thames
● ClosedMolesey Road, Hersham, Walton-on-thames KT12 4RZ, United Kingdom“I would give more than 5 stars if I could! I was recommended purely financial planning from a friend, Andrew who is the director of the company was our main point of contact. From the initial discussion to getting our mortgage approved the process was seamless, I think what a normally stressful process was made very breezy! I honestly couldn’t recommend enough. The rates are very reasonable and worth every single penny! Thank you purely financial & Andrew so much for all your help it’s really appreciated!”
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Pyrford Financial Planning
● Closed“As well as giving very good advice on investing, it's been a pleasure working with Noel. It's financial advice 'made simple' and he has taken care to ensure that my investments are in line with my aspirations for the future.”
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MJ Financial Planning
● Closed“Mark Johnson is the best in the business, he knows his stuff and explains things in a way that is simple and easy to understand without the use of jargon. He is helping me with my own finances and being a mortgage broker myself I wouldn't recommend my clients to anybody else other than Mark to help with theirs. 5* service!”
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Argentum Financial Planning
● Closed“The help of the entire team during the application process of our mortgage was outstanding. As first time buyers, the process can be a bit daunting and overwhelming but all of the staff at Argentum couldn't have helped more and made the process run smoothly. I would definitely recommend to anyone looking for clear, honest advise with friendly and accommodating staff.”
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Money Honey Financial Planning
● Open“Jane Hodges and the team at Money Honey are very professional whilst also demonstrating genuine care towards their clients. Making use of video calls and web platforms doesn't inhibit what they provide as an exceptionally responsive service. Advice has been insightful and relevant, and challenges have been resolved constructively. I used Money Honey for a pension transfer but would feel comfortable recommending for wider financial planning requirements.”
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Rebecca Maxwell-Hyslop Financial Planning
● Closed“I wanted to talk to a financial adviser who had vast experience and knowledge. Rebecca was very helpful and advised me thoroughly. Although, not long a client, Rebecca has helped me enormously”
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Duke Godley Financial Planning Limited
● Closed14 Lyon Road, Harrow HA1 2EN, United Kingdom“Rupen Shah at Duke Godley is very helpful and very efficient in his work. He always tries to accommodate us and takes the time to explain matters to us if we need any advice.”
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Go Scoble Travel
● Open115 Camden Road, Royal Tunbridge Wells, Tunbridge Wells TN1 2QY, United Kingdom“Chris and Emma make it so simple. We have used them for Summer and Winter holidays and followed their recommendations and had fantastic holidays. They go above and beyond from checking us in to contacting hotels in advance and are a pleasure to deal with - definitely recommend!”
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Elaine Dorothy Tse Notary Public (c/o Perilli & Ho Solicitors)
● Closed60 Cheapside, London EC2V 6AX, United Kingdom“Elaine gave me excellent service on a very short notice. I needed to get a document notarised urgently and she responded quickly and booked an appointment with me as soon as she proccessed my email. Her charge was very resonable and she guided me through the entire process from the all the documents I needed to the directions to her office ect. The office was well designed and the reception was very welcoming, I was offered tea and chocolates while I waited but didn't have to wait long. The meeting was very quick but not rushed though, she made sure that I understood everything and answer all the questions I had. When my document was notarised, she sent me a scanned copy straight to my email. All in all, she was a pleasure to meet and I would recommend her to anyone to notarise a document.”
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ARK Wealth Advisers - London
● Closed“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.”
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Mesa Financial
● Closed“I recently worked with Jo at Mesa Financial to purchase my first home, and I couldn't be happier with the experience. She was extremely knowledgeable and helped me navigate the complex process of getting a mortgage. Jo was always available to answer any questions I had and was able to find me the best rate and terms for my loan. I highly recommend Jo and Mesa Financial to anyone looking to buy a home!”
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