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Financial analysis in Epsom

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4.9 42
#1

Nicholls Residential Epsom

● Closed
159 High Street, Epsom KT19 8EW, United Kingdom

“We have dealt with many agents over the years but the service we have received from Nicholls Residential has been the best we've ever had. The whole team were very personable and approachable throughout the whole process. In particular Georgia who was really helpful and caring, providing us with regular updates and always happy to answer any questions we had. The overall service was to the highest standard and they made us feel valued. We would throughly recommend them to anyone looking for an agent in the area.”

5 56
#5

DNA Accountants

● Closed
Clay Lane, Headley, Epsom KT18 6JX, United Kingdom

“Our firm has been a client with DNA for 20 years, and the service provided by Gillian, Ian and the team is first class. I have recommended DNA to our clients over the years, and all been provided with the same high level of service. Their fees are very competitive. I have always felt my business gets far more back than I pay for, with not only excellent tax advice, but ideas and support as the business has grown throughout those years. Looking forward to the next 20 years as a DNA client.”

4.8 33
#6

bdhSterling

● Closed
4-6 Church Street, Epsom KT17 4NR, United Kingdom

“My wife and I have dual UK/Australian citizenship. We live in the UK and our superannuation funds are in Australia. We are coming up to retirement and needed advice as we haven't yet decided where we will eventually live. Paul Davies was our adviser, ably supported by the excellent Louise Duncan, a paraplanner. We had some long conversations about various scenarios and the pros and cons of different strategies. The process was very informative, and we both felt that we were being listened to and our situation was being carefully analysed. The outcome was a detailed plan that included 2 main scenarios, one UK-based, the other Australia-based. The plan showed us that we could live comfortably in either country, which means our decision on that is not going to be forced by a financial consideration. So now we are looking forward to our retirement with confidence and peace of mind, knowing we have the wherewithal to make choices based on lifestyle and family considerations. I would highly recommend BDH Sterling to anyone looking for confidence and peace of mind in their future (and aren't we all?). Thank you so much, Paul and Louise.”

5 1
#11

CWM Chartered Accountants

● Closed
1A High Street, Epsom KT19 8DA, United Kingdom

“I have been a client of CWM for over ten years. Mark takes care of my tax planning and accountancy needs, leaving me to focus on my clients. He's both friendly and professional. I would not hesitate to recommend him and CWM to anyone. In fact, I have many a times and the feedback has been excellent.”

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