Financial advisory services in London

“My experience with Aegis Life Financial Services was wonderful. Felt listened to throughout, was treated with care and with patience, making what is often times a daunting process of sorting insurance smooth sailing. A massive thanks to Yogesh and the team for all their help. Would highly recommend!”

“Since I first started working with them in 2016, Alex and the team at Old Bray Financial have worked hard for me: initially delivering a holistic, comprehensive financial strategy in line with my goals and then regularly working with me to shape, define and evolve that strategy in line with changing conditions. Alex is a pleasure to work with personally, and works diligently to ensure not just that objectives are being met but that the approach taken is fully understood and accepted.”

“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”

“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.”

“I first met Matthew a few years ago at one of the retirement seminars in London. It is so easy to procrastinate about writing a will, estate planning, power of attorney let alone finding a team you can trust with the sensible investment of your funds. There was nothing like a malignant melanoma to focus the mind and Matthew and the team have been superb. No stone was left unturned during the information gathering stage and the attention to detail meticulous. They make complex situations easy to understand, even the protection of your wealth in trusts. I have complete trust in the team and feel confident that my future wealth is in good hands. Matthew is always very responsive and on hand to answer any queries. Leaving your wealth in safe hands enables you to enjoy more free time having fun. I would have no hesitation in recommending the whole team at Buckingham Gate. So don’t procrastinate, start planning now.”

“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.”

“Legend Financial have provided excellent service. I had many queries whilst growing my company and they provided excellent and timely advice. They have been very responsive and helpful and information has clearly been provided. I would give 5 stars. There have been a couple of instances where I have had to contact my accountant to get information.”

“Great Customer Services, Professional and Dedicated team. Pam, thank you so much for your professional help and advise in the best interest of customers and looking after us for so many years. I would definitely recommend friends and family to Oakmonunt Financial Services.”

“Having had a poor experience with another broker, I was referred to the TR Financial team and was incredibly impressed with the honesty, simplicity and detail of advice that I was given. Sam & Gideon are extremely friendly and I would highly recommend them to anyone looking for a mortgage.”

“Amazing service from Anna Magryta-Urban!! She was great at working quickly to make ends meet and we got a mortgage offer that we wanted. She was quick and precise with her services. I will definitely use her services in the future. Thank you so much Anna!”

“I am very happy with the accountancy services Samir and his team at Capitax Financial have provided to my IT limited company. I found Capitax to be an excellent good value accountancy company with a proessional friendly team who are very knowledgable and efficient. All my queries always get answered swiftly by the team via a call or email and whenever I needed to I was always able to contact Samir directly for advice, which wasn't the case with my previous accountancy firm! Anything that wasn't clear to me or I didn't understand either Samir or one of his team were happy to take time to explain and go through with me which I appreciated very much. When I was in the process of buying a new house and needed the process to be completed quickly but the process was delayed because the broker and the bank needed documents which I didn't have and information to be varified which I couldn't do so I contacted Samir for help and he worked with the bank and broker promptly to provide the information they required to move the process on which was above and beyond his statement of work for my limited company which I was very greatful. Capitax handle my book keeping, VAT return, run payroll, self assessment, produce year end account...basically everything to do with the day-to-day running of my limted company. All my business bank account transactions are synchronised to the FreeAgent software for me to categorised and approved before any VAT Return is submitted and payroll slips, self assessment forms and year end account documents are produced and uploaded by Capitax to an online portal for me to review and digitally sign for, I really like the way this work giving me complete control of my limited company the whole operation/process is very smooth and efficient. I have used Capitax Financial since early 2018 after an IT contractor colleague recommendation, the difference in service quality and level between my prevous accountancy firm, whom I was with for 7 years, and Capitax is massive even though the size of their team are the same. My one regret is that I should have made the switch much earlier because I would have saved money, be in control of running my limited company and received a better quality of service. Thanks Capitax for all your help Ky”

“I highly recommend Reliance Mortgages, they are very professional and processed my application very swiftly without any delays. Thank You so much Daniyal for answering all my queries instantly, always returning my calls without any delays and guiding me with exceptional advice to support me always.”

“The team at BNW Accountants is a first-class accountant’s team. A big thanks to the BNW Accountants squad for helping us to grow our business. BNW Accountants take the time to advise and support our business as well as taking care of our accounts. Surely a Knowledgeable, experienced & trustworthy business partner.”

“Oliver's great. He assists me with taxes and other financial matters. I struggled to figure it out alone. Contacting him was clever. Meeting him made everything easier. Thanks.”

“Carter Pearson have a highly professional and reliable team. I cannot fault the service I received from this accounting firm. Nabeel Anjum is both an experienced and compassionate accountant. Being an ACCA member, he provides premium tax and business advice. If you need a qualified and proactive accountant, then look no further.”

“Really good service and Jawad is a great accountant The freeAgent software is fantastic I recommend it to all UK companies”

“I would definitely recommend Monika if you're looking for an accountant who's well organised, friendly, efficient and affordable. She's looked after me for more than a year and has made running my small company very straightforward thanks to regular bookkeeping and quick answers when I had questions. Even when it came to end of year accounts, Monika prepared them swiftly in early January despite many clients needing the same thing simultaneously. She's been a breath of fresh air compared to previous accountants I've used.”

“Very good experience and service highly recommend..”

“I can't recommend this company enough. I required an apostile for a document for getting married abroad and I needed it urgently. Everyone I spoke to at Westminister Legalisaton services in particular Jacqueline were extremely helpful and very friendly. The communication was fast and very professional and they had my apostile done and ready for collection in 24 hours.”

“We have just used Elevate and found them to be excellent. Ben and Julie were fantastic, even after several months when things on our purchase were not running as smoothly as we would of liked, they were on the end of the phone doing all they could to help us. thankfully things turned out well we would use them again and we would would highly recommend them.”

“Adeel has been incredible - sorting out a bankruptcy, a voluntary liquidation, lots of tax debts and new company advice. He is literally a wizard! I'd recommend him to anyone needing a personal or company accountant.”

“really glad to find accountants who are not only great in tax advice but also offer us proactive advice and guide us about our paperwork too. They have made us aware of our finances and how can we manage it well. Our staff is very pleased as they have made the payroll so easy and all of them get the pay in their account without us doing anything. Thank you Fortuous, now we understand our business and without your help it was not possible.”

“Fantastic support in accounting services. Perfect advice where required professional inputs. Timely response. Thank you for your services.”

“We have worked with Homecare Estates on 4 occasions to find Tenants. We have always received a professional, responsive, honest and helpful service from our initial enquiry; advertising the property; screening and escorting prospective tenants to view; the referencing process and tenancy agreement preparation, allowing us to focus on welcoming new tenants. They are always available for advice on any queries during the tenancy period. Would highly recommend.”

“As an abroad student from UC Berkeley, I interned for Taj Accountants in Fall 2022. The team was incredibly welcoming, professional, and knowledgeable and allowed me to have a strong learning experience. From my experience at Taj Accountants, I can wholeheartedly say that they are a reliable team who you can trust with any accounting tasks.”

“Super happy with the service Used globe as a mortgage broker, James was super helpful, really open, really appreciated his open and honest advice. Was very proactive throughout in terms of communicating and always on hand to help, even advising us on how to manage our solicitor which was very much appreciated. Felt in very safe hands.”

“Very good service! Mihaela from Burnt Oak office, very nice, professional and friendly.Really recommend her services.”

“I would like to extend my heartfelt thanks and gratitude to Arifa, an exceptional accountant who has shown amazing patience, great knowledge, and provided invaluable support to my business. Her exceptional service, great communication skills, and continuous support have been instrumental in helping my business succeed. I would also like to express my appreciation to the company she works for, FreeAgent, for their outstanding service, dedication, and commitment to helping small businesses like mine thrive. Thank you, Arifa and FreeAgent, for your unwavering support and for being a vital part of my business's success.”

“Graeme is a well-informed and efficient adviser who gives clear explanations of the servive he provides. He regularly updates me and has an easy and approachable manner. What could your adviser do better? Can't think of anything Graeme is a very friendly person who is very easy to talk too and he always listens and takes on board what we have asked for. What we have liked about Graeme is he has always taken the time to make sure we fully understand the advice he has given as well as fully explaining all the options we have.We would not hesitate in recommending Graeme to anyone else as he has made sure we are happy and fully understand what we have undertaken unlike some of the advice we have had from other advisors in the past. Paul and Sharon. Graeme is the perfect advisor for a beginner like me, who has just made his first investment. He made sure he thoroughly understood my financial goals and my attitude to risk. He clearly (and very patiently) explained the structure of the investment and fees. I couldn't be happier with the advice that I received from Graeme. I know that my adviser is completely honest, full of integrity (something that is completely lacking in the Financial Industry and other sectors) and I have allways respected his advice because of the high level of his knowledge and his ability to use his expertise rightly on my behalf. He is extremely hard working and responsive and somehow always manages to respond rapidly and correctly. He is also capable of lateral thinking, i.e using a vast amount of factual knowledge to reach the right solution for his clients while safeguarding their interests totally. This is something that most people who charge fees for providing very important services to the public are totally incapable of providing and as demonstrated day after day are also totally devoid of any form of conscience. Graeme Mackay is one of a very small select number of Financial Advisers that do their job exceptionally well on behalf of their clients and therefore could not be more highly recommended. Graeme listens to what my requirements are and asks relevant questions. Discusses the sort of options available that will meet my requirement. Sources relevant products and then discusses them with me to make sure I understand the product Reviews my investments and advises me of any changes I should make, in particular if investemnts are not performing What could your adviser do better? I think Graeme does everything required, he spends a lot of time with me going through all my requirements, discussing the financial issues for and against. Comes up with suitable products which he explains to me. Reviews changing needs and the performance of my investments. Graeme is easy to talk to, he is patient when I don't understand anything and I he takes on board my requirement. I would be sad to loose him as my Financial Advisor”

“Fantastic service I was looking for a difficult Buy to let mortgage and was turned down by my bank because of the property type. Mortgage International got me a great deal deal with one of their lenders and are always on hand to talk to.”