Financial planning advisors in Epsom

“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.”

“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.”

“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.”

“Been using them for 5+ years now. Excellent service and support. Very well recommended.”

“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!”

“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.”

“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.”

“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.”

“Solid Service, honest advice, been doing business with RJW for over 15 years. Highly recommend speaking to Robert!”

“Extremely helpful, sorted my tax return very efficiently. Thank you!”

“Great service, reliable and trust worthy Counts for alott”

“Thank you Sam and the guys for the amazing HMRC refund...really needed it the way the things are right now”

“Excellent service. Very thorough and professional with a real consideration for customer care.”

“Kevin and staff are great, very friendly and professional..”

“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.”

“Highly recommend Hakim Fry, Partners & Staff were of great help and the service was very professional.”

“As always a very useful, informative discussion with a very professional team.”

“Grayside Ltd is an excellent firm. Highly recommended!”

“Hi all , I wanted to leave a review for Simon Murray who is a financial mortgage protection officer , I had an issue with my mortgage and Simon worked very efficiently to sorted out, we found him to have some excellent qualities, very polite, efficient, on the ball (he knew his industry )very well. We gave him all the information and everything was very smooth and within 1 week we had a mortgage offer. We are very grateful and happy. I wanted to share this cause I would recommend him for anyone who is having difficulties.”

“I have been working with John and his team for many years now and straight from day one John and his team have been fist class I can’t rate them high enough brilliant service”