Top 30 Best Financial consultant in Epsom
64 results found
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Nicholls Residential Epsom
● Open“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.”
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Hamptons Estate Agents Epsom and Banstead
● Open“We received an excellent service from everyone in the Epsom Office, Becky, Leon, Paul and Jackie. Nothing was too much trouble. One of the team kept us informed at all times and were encouraging and optimistic even when challenges got in the way. I cannot speak highly enough of Hamptons and would also like to acknowledge the help, advice and support which we received from Nicky who works at our local office in Whetstone. She was caring, supportive and extremely reassuring even though we hadn't used Hamptons to market our property here. Thank you all.”
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Mayfair Financial
● Closed“We cannot praise enough Mayfair for their profesionalism in helping us get our first home. Darren has been absolutely sensational and helpful thorough what should have been a stressful process. He made everything easy and worry free for us.”
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Four Seasons Financial Planning
● Closed“I was recommended to Four Seasons by a good friend of mine and was very impressed with all the staff who were friendly and helpful, all my needs were looked into and various investments were set up.”
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Capital Finacial Consultants
● Open55 High Street, Ewell, Epsom KT17 1RX, United Kingdom“Mark Reid came highly recommended to us after our re-mortgage plans elsewhere were not moving along. He was incredible to work with, he knows exactly what he is doing, gives great advice and has access to the best deals out there. Our circumstances were somewhat complex yet he was able to arrange our mortgage within 3 weeks! We would with out a doubt use him again.”
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Madava Financial Services
● Open128-130 High Street, Epsom KT19 8BT, United Kingdom“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.”
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Tax Affinity Accountants Epsom
● Closed“Been using them for 5+ years now. Excellent service and support. Very well recommended.”
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Aspen Financial Services Limited
● Open190 Chessington Road, Ewell, Ewell, Epsom KT19 9XA, United Kingdom -
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Absolutely Mortgages
● Open“Ciara came highly recommended and was an absolute superstar for us. She didn't just get us a mortgage, but helped us understand some of the legal processes, outside her remit, and helped fill in gaps where ever she could on "what to expect next". Guiding us to a perfectly presented application for a first time buyer. She is Absolutely Brilliant and I am happy to say that I am and will continue expand my portfolio with her. Thank you very much Ciara!”
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Love Your Accountants
● Closed“Excellent, friendly and professional accounting services! Love Your Accountants take care of our annual returns and Andy is always quick to answer any accounts questions we have.”
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DNA Accountants
● Closed“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.”
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bdhSterling
● Closed“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.”
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IVA.com
● Closed“Keith made my process so easy he showed great empathy and dealt with my case very quickly and was a kind caring man to talk with so glad I chose this company to help me so thanks again Keith”
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Liquid Finance Partners Ltd
● Closed12-22 West Street, Epsom KT18 7RG, United Kingdom“Fantastic service from these guys, provided funded within hours. Jake who I believed to be our account manager is very friendly and proactive. Thank you.”
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RJW Associates
● Open“Solid Service, honest advice, been doing business with RJW for over 15 years. Highly recommend speaking to Robert!”
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Tax Return Services
● Open9 Cherwell Court, Epsom KT19 9QB, United Kingdom“Extremely helpful, sorted my tax return very efficiently. Thank you!”
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J and C Bookkeeping Services Ltd
● Closed9 Richards Field, Ewell, Epsom KT19 9XH, United Kingdom“Great service, reliable and trust worthy Counts for alott”
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Tax Affinity Accountants Ewell
● Closed“Thank you Sam and the guys for the amazing HMRC refund...really needed it the way the things are right now”
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Pascal Canelle
● Closed73 The Broadway Stoneleigh, Stoneleigh, Epsom KT17 2HP, United Kingdom“Excellent service. Very thorough and professional with a real consideration for customer care.”
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