Top 30 Best Financial planning and advice in Welling
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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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Park Hill Financial / Park Hill Equity Release
● Closed“Mark has looked after us on mortgages and health insurance. Always responsive and with our best interests at heart. We have been with him and the Park Hill team for a while and will continue to work with them as they are on our side. They also don't mind being driven potty by changes of instructions either.”
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Numen Financial Ltd
● Closed“Numen Financial Ltd offers a professional and friendly service. My experience with Numen Financial Ltd has been a truly positive one from beginning to end. Knowledge of the market is vast and response time is fast. You won't be left hanging with questions at any stage of the process. Chaitanya Mehta our mortgage advisor was extremely professional from start to finish and really helpful throughout. We would like to thank him for his dedication towards us and he is a great asset to your company. We would definately recommend this company and Chaitanya Mehta to anyone looking to mortgage or remortgage.”
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Mesa Financial
● Closed“I recently worked with Jo at Mesa Financial to purchase my first home, and I couldn't be happier with the experience. She was extremely knowledgeable and helped me navigate the complex process of getting a mortgage. Jo was always available to answer any questions I had and was able to find me the best rate and terms for my loan. I highly recommend Jo and Mesa Financial to anyone looking to buy a home!”
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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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Praddy Financial consultancy
● Closed“We have started using PFC recently, Praddy and Kavina have been very supportive to set up our new company, accounting, payroll, VAT returns. Very knowledgeable and helpful team. As we were very new to self employment, Praddy was supporting us throughout. Really impressed with their service. A pleasant team.”
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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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ADW Financial Solutions Ltd
● Closed“I recently contacted Alan to review my current financial situation. After a full and comprehensive review in our initial meeting he sent a report with his recommendations. I am glad to say that my family protection is now in place and now I have peace of mind. I have set plans and goals for the future. I would have no hesitation recommending Alan and his company, very professional and knowledgeable.”
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Clear Financial Advice Ltd
● Closed“We deal with John Donnelly at Clear Finance and find him very professional and considerate of our needs. We receive regular contact and independent advice tailored to our requests and would not hesitate to recommend him and the company.”
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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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Cameron James - UK & Expat Financial Advice
● Open“I enquired about UK pension consolidation advice and was thoroughly impressed by the fast response and highest level of professionalism. I was seeking some help to understand how I can approach this complex and seemingly daunting process from an early stage. Luckily, I had the pleasure of speaking with Eduardo S. from Cameron James Finance. Eduardo carefully considered my personal circumstances and provided detailed answers to my questions, demonstrating deep knowledge of the market and potential options I can consider. Thanks to my initial conversation with Eduardo, I now have a better idea of what to look out for.”
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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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Ruddocks and Co Chartered Certified Accountants
● Closed88 Snakes Lane East, Woodford, Woodford Green IG8 7HX, United Kingdom“I have been using Ruddocks Accounting Services for over seven years and have seen it’s growth (rightly so) over the years to what it is today. A totally professional and customer-focused organisation which I would highly recommend for your accounting needs.”
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James Lee Associates Tax Advice
● Closed“James Lee Associates have been dealing with our family tax affairs for many years. They are accessible, professional and efficient and I would not hesitate to recommend them. A real pleasure to deal with!”
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Elevate Financial Solutions
● Closed“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.”
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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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Advantax Accountants | Accountants in Southall | Tax Accountant | Bookkeeping | Payroll
● Closed“I needed my year end accounts certified. I contacted them and Najam dealt with me in a very professional manner and completed the task extremely well. The communication was very good and the task completed in a timely manner, thank you. I am the sole director, of a small limited company.”
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Accountants in London, East London for Small Business - Taj Accountants
● Closed“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.”
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Crayon Financial Services
● Closed“Highly recommend Crayon Financial Services. Poonam has been handling my claim since day 1 and has been amazing day 1. Did not have to chase and I would always get an update every week. Can't thank you enough for all the hard work you have put for me! Thank you :)”
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Wellings & Williams International Ltd
● Closed“Dr Evans and his team are truly human and professional. British style and customer understanding (even in payments). I am truly grateful.”
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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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Quartz Financial Services Limited
● Open“Mel was very thorough from start to finish. She really knows her stuff and was really helpful throughout. Would highly recommend her and Quartz to everyone!”
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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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AMIQ Financial Services Ltd
● Closed“I'm very pleased to have entrusted my financial matters in their capable and professional hands. They have been exceptionally helpful and I would highly recommend their services.”
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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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