Financial advice and guidance in London
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Lawton Financial Services
“Where to start… I reached out to Liam at Lawton in desperation, and it was the best decision I made. My original financial advisor was slow, unwilling and clearly lacked the skills needed to progress my mortgage application - it was appalling. When I sent an enquiry to Liam, he called me back almost immediately. I explained I had been waiting 2 weeks for my advisor to review my documents and apply for my mortgage. Liam assured me he could get it done within 48 hours, but in fact he managed to submit it the same day!! I then had my offer within two weeks. He kept me informed on every step of the application so I knew where we were - he was fantastic. As I had a related sale, the solicitor I had was not progressing the sale. They were ignoring me, causing many problems, and risking my purchase. This went on for many months. Given, Liams job was only to get me my mortgage, he went above and beyond and worked effortlessly chasing my solicitor to get my sale moving. He called me a couple of times a week to check where I was, if I needed any help - his service was exemplary. In January, 4 months into my sale, my solicitors were completely ignoring us. Liam took it upon himself to reach out to a number of solicitors to explain my situation and what was happening, and to see if anyone could turn my case around and get the sale moving. He did exactly what he said, he found me a firm who managed to take over my sale and get me through to completion within 3 weeks!! If it was not for Liam, and his hard work and dedication to me as a clients, I would not have moved into my home - or completed on my sale in time for the stamp duty or Help to Buy window closing. Liam is a paragon of elite financial service advisors, customer service - and commitment. I am most certainly a life-long patron of his now. He has certainly shown he is adept and erudite within the industry, and has perfect diplomacy. My review could continue, the gent deserves adulation.”
Charles Derby Financial Services
“The accountant I had was Cheryl Fisher, she provided an outstanding service, walked me through everything and the final result was far better than expected. A1 quality of service. Even better value. Extremely professional. Very responsive. I would recommend Cheryl Fisher and Charles Derby to anyone. In fact, I’ve recommended them to my sister. Thank you very much for your service.”
Walpole Financial Management
“This firm has demonstrated a clear and knowledgeable understanding of my financial situation and needs and have offered consistently good advice over many years. An exceptional company. Highly recommended.”
Taylor Financial Management
“Very welcoming and knowledgeable. Empathetic and considerate of individual’s circumstances.”
Perfect Financial Services
“I am very thankful to Perfect Financial Services. Special thanks to Nadir who has helped me throughout the process. He is undoubtedly very professional and detailed oriented man. I wish him best of luck for his future and surely going to recommend people for this amazing services.”
David Daws Financial Services
“I'm a customer of David. Brilliant service. Gives honest and sound advice. Made me think of scenarios I hadn't thought off. Definitely worth seeing if he can help.”
Bailey Financial Ltd
“Amazing service very friendly and honest saved me a bomb”
Heritage Financial Solutions
“Barry done my mortgages . Mine was slightly tricky one which some brokers couldn’t get me a good deal plus some struggled to understand the complex of what I was trying to do . But Barry had all the experience and knowledge how to go about it plus communication was really good via email and his personal mobile phone which was very important in my situation . Before Barry , I did try with other brokers but they took to much time so I gave up with them . I would avoid free mortgage brokers as you don’t get there 100 percent attention if you know what I mean and they take lot longer as there in demand because there free . Some brokers were too expensive as well . Im glad Barry sorted it and I will use him again and would recommend him too .”
JR Financial Accountants | Richmond
“Amazing customer service, handled my tax returns in a professional manner very helpful and explained everything about any changes or issues with self assessment will definitely recommend anyone looking for a professional service.”
Madava Financial Services
“We were referred to Donna Evans at Madava Financial Services for our mortgage through Cairds and from our first meeting we knew straight away that we were going to be well looked after. Donna took the time to get to know us as people, understand our situation and really cared about getting the best outcome for us. She found us a fantastic mortgage deal, exactly what we needed, giving us exceptional support and recommendations throughout the process. Would highly recommend; a truly personal yet professional experience.”
Rebecca Maxwell-Hyslop Financial Planning
“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”
MIT Financial Consultants
“Extremely helpful with the mortgage lending process and with their help all issues were handled and dealt with in a professional manner. I would use them again and definatley recommend them for other financial matters.”
Embrace Financial Services - Wallington
“Thank you Autumn Neeson you have been amazing and I am so thankful to you. Will recommend to everyone I know.”
Donnelly Financial Advice
“John recently helped me with consolidating my pensions. He gave a very clear overview of what I needed to do and then was very efficient in implementing the plan. I feel much more confident in what I am doing thanks to his professional service and expertise.”
Life Financial Solutions
“I'd highly recommend Life FS. Having used them on multiple deals, I defiantly wouldn't think of using a different firm. Highly recommend using their broker Alex Mammon.”
Find Financial Advisers - Independent Financial Advisors London
“Maryam was very thorough and knowledgeable. Extremely helpful in the process. I would deffo recommend”
Swallow Financial Planning LLP
“I have had financial advice from Swallow Financial for over 25 years and would unreservedly recommend them.”
Cogent Financial Partnership
“From the initial meeting with Matt I felt that he had my best interests at heart and really tailored his advice to my individual requirements. It is evident from the results that he is knowledgeable within his field; this paired with his personable approach and quick responses to queries has resulted in a very reassuring and reliable service being provided. 5/5”
Ascot Lloyd - Independent Financial Advisers in London
“I highly recommend the senior partner Jonathan Walne who is a brilliant IFA. The service is second to none: queries are dealt with the same day, he uses clear language a layman can understand and he always willing to talk things through on the phone when needed. The service includes two face-to-face meetings a year, one full written review and a six month valuation report. I feel this is good value for the 0.5% p.a. management fee and I have no hesitation recommending him to others.”
Cedar House Financial Services Ltd
“I contacted Cedar House as I was unsure as to whether I I needed a professional to advise me on on the transfer of some pension benefits between similar schemes. Elias Elia called me and after listening to my case quickly told me that my case did not need of any professional advise and that I could proceed confidently on my own and that the transfer was the best option for my interests. He was very knowledgeable and exceptionally honest thus giving great credit to his firm. Even if I left London I will not hesitate to contact Cedar House should I be in need of financial advice in the future.”
Engage Financial Services Ltd
“I've been working with founder - Sam Sloma since Engage FS started, where service and attentiveness is his priority. Whatever my situation, Sam always provided sound advice, even when it's not what i wanted to hear, which has proven to be correct every single time and that's absolutely crucial. If you are seeking a money professional, I highly recommend getting in touch with Sam.”
Deputyship London
“I would highly recommend Professional Deputies. Excellent customer service from Mr Andy Riddle from the beginning. He was extremely helpful, supportive, sympathetic and patient. He gave very good advice and kept me up to date and well informed on all matters by texts, phone calls and letters. I am thankful and grateful to Andy Riddle for all his hard work.”
Devine Financial Management - Antony Devine IFA
“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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