Financial future planning in Welling
275 results found
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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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First Thought Financial Services Rickmansworth
● Closed“Super Professional service with warm and personable touches, would recommend Kwasi and team without hesitation”
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Resolve Financial Solutions Ltd
● Closed“We used Resolve Financial Solutions to review our various life and critical illness cover, as well as to assess our various pensions. The advice given was clear and reassuring, and both Chris and Stuart spent what felt like a lot of their time making sure we were happy with their advice. Highly recommend this company!”
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Thomas Foy Financial Ltd
● Open“The service I received from Thomas was exceptional. The level of care, the super fast replys to emails, the guidance and wisdom I got opened my eyes to an all new options regarding my personal finances. One thing I appreciate a lot is fast communication between parts. Thomas excelled at this. I would recommend Thomas Foy to anyone wanting mortgages and financial advice. Will use again.”
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Alex Cheema, Chartered Financial Adviser
● Closed“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.”
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IMC Financial Services
● Closed“I've worked with Andrew Francis @ IMC for well over 5 years now on multiple mortgages, re-mortgages and house moves. Andrew has consistently delivered us great deals and has been great to work with. I've had a lot of value out of the broker model and would definitely recommend using Andrew and IMC for financial planning and management. 10/10.”
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Start Financial Services
● Closed“I had a delightful experience working with Sonal who helped me tremendously to secure my mortgage. She talked me through the process step by step and was available at every moment I needed advice or more information to progress the application swiftly and correctly. I'd thoroughly recommend her services and wish her all the best.”
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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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Anna Magryta-Urban Financial Adviser
● Closed“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!”
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Vinay Malhotra - Independent Financial Adviser (Sandringham Financial Partners)
● Closed“We have had Mr. Vinay Malhotra as our financial adviser and we could not praise him enough. He has helped us purchase our first house. He was always professional and here for advices and support. He was always showing a positive attitude and always answer promptly to email and phone. We are grateful for having him as our financial adviser and we highly recommend his business. We couldn't do it without him or find better mortgage advisor. Thank you ! Biyana and Petre Yuntev”
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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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Crown Financial Ltd
● Closed“I used Mr Malik to buy my Buy to Let mortgage. He was very knowledgeable and found me a very good deal. I would definitely recommend him”
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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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Redwood Financial Consultants
● Closed67 Haydons Road, London SW19 1HQ, United Kingdom“Kelvin was incredible throughout our time while purchasing a house. His advise is invaluable and whenever I felt anxious or worried, I was able to pick up the phone and receive reassurance. He is very clear and honest. Would recommend to anyone! Thank you so much Kelvin and the team!”
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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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Financially Happy : Life and Financial planning
● Open11 Waterside Way, Woking GU21 3HP, United Kingdom“Really appreciated working with Alan. Feel much more on top of my finances and definitely have a better understanding of my financial health. I've been inspired and empowered to better plan for my future. Thanks Alan!”
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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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Unbiased Financial Planning
● Closed“Unbiased do what they say and say what they do. They have provided me with financial planning advice and investment management to support my life goals for many years. Not only have they made sure that they share their reasons and approach but, more importantly, they make sure they understand mine.”
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Unividual | London Financial Advice
● Open“Lewis and the team are fabulous - they’ve taken the time to help me understand how best to invest and the right time to do so and they’re always available to answer any questions. I was introduced through a friend and I would definitely recommend.”
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Kenley Financial Ltd - Independent Financial Advisors
● Closed“Helpful guys who can approve legal documents by counter signing them !”
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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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Elevate Financial Solutions
● Closed“Highly recommend Elevate Financial Solutions. Great service and helped every step of the way. Really great team of professionals.”
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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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Heritage Financial Solutions
● Closed“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 .”
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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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