Financial planning consulting in Banstead
24 results found
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Clear Financial Advice Ltd
“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.”
Ebbisham Financial Solutions Ltd
“A massive thank you to Holly in advising us on our house purchase. It was not the easiest period but with her help we were able to move quickly to secure an attractive mortgage rate that was optimised for our circumstances in difficult market conditions (the weeks where some lenders were starting to withdraw from the market). Holly was always available to answer any questions we had and handled everything with utmost professionalism. I would not hesitate to recommend both Holly and Michelle at Ebbisham Financial who are both mortgage advisers with a wealth of experience and so lovely to work with. Thank you so much!”
Marden & Co Accountants Ltd - Accountants Banstead
“Marden & Co have been my accountants for 12 years. They recommended transferring from a sole trade to Ltd co years ago and I have saved thousands in Tax I would thoroughly recommend them.”
Surrey Hills Private Clients
“Jamie was fantastic, I genuinely could not be more impressed with his attention to detail, customer focused attitude, ability to effectively collaborate with other companies and second to none industry knowledge. I would wholeheartedly recommend him to anyone who requires financial services.”
RJW Associates
“Solid Service, honest advice, been doing business with RJW for over 15 years. Highly recommend speaking to Robert!”
Times Accountancy Services (Chartered Certified Accountants & Registered Auditors)
“Fantastic accountant local to my husband residing in Banstead. He makes use of Times accountancys bookkeeping and tax preparation services. Thank you for a great service, recommended to all small businesses.”
Sinnertons
“Louise helped me to purchase my first flat and made a very complicated process simple and easy to understand. She explained what was required of me at every step and was very confidence inspiring. Highly recommended.”
Maze Accountants
“Good accounting company we used for last seven years for our building company ,we do recommended them .”
MLP Wealth Management Ltd
“They helped me understand my pension pot & savings in great detail, and developed a really detailed retirement plan for me. They were very professional and friendly and didn't use jargon, just explained in real terms what I could expect my income to be in later life and how I can improve it. Highly recommended.”
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