Top 30 Best Financial planning services in Epsom

“Allan Parker from A Plan Insurance in Epsom arranged my business insurance for me. I was incredibly impressed with the service I received. Having tried to find a good insurance broker for years, he really stood out from others. His knowledge and attention to detail was excellent. He explained all the options available to me clearly and I now feel I have exactly what I need for my business. Thank you Allan!”

“I today went for a brain MRI scan, really not something I was looking forward to. From booking appointment with reception to attending the experience was faultless. I would like to specifically mention Chiara (hopefully correct spelling), her manner and care which completely put my mind at rest and made a, not so nice experience, tolerable.”

“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.”

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

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

“I always find Robert Dyas At Epsom staff to be so helpful, polite and friendly they always make me feel welcome. I would say Epsom Robert Dyas is the best.”

“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.”

“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.”

“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.”

“Lovely new airy clinic, fantastic, friendly staff and very reasonable prices.”

“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.”

“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!”

“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.”