Top 30 Best Financial risk management in Welling
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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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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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Holland Hahn & Wills: Wealth Management
● Closed2 High Street, Hampton Wick, Kingston Upon Thames KT1 4DB, United Kingdom“HHW have managed my investments for a number of years now and always provided me with detailed performance reviews, sound financial advice and a flexible long term financial planning strategy in a friendly and helpful atmosphere. Great team of people looking after me.”
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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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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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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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Jade Independent Financial Advisors
● ClosedRestmor Way, Hackbridge, Wallington SM6 7AH, United Kingdom“Greg and Tracey are so helpful. Cannot recommend them enough.”
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Sterling & Law Independent Wealth Management, Forest Hill
● Closed“I found Akwasi to be very professional, friendly and knowledgeable. With my limited knowledge of the Financial Markets, he made me feel completely at ease and explained my investment options in a clear & concise way. I would definitely recommend Sterling & Law.”
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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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Uni-Plan Financial Solutions Ltd
● Closed436 Croydon Road, Beckenham BR3 4EP, United Kingdom“I would highly recommend the services supplied by Silvano and Uniplan.”
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Wingate Financial Planning
● Closed“Wingate have managed my financial affairs for many years. They are very user friendly and it is so reassuring to know they are extremely knowledgeable and totally £trustworthy!!”
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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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The Rock Financial Management Companies Ltd
● Closed“The Rock Financial Management help our business with the accounts and we are so grateful. Very affordable prices and very friendly people too. I am more than happy to recommend them to anyone who needs financial help.”
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Reef Financial Consulting Ltd
● Closed“Would like to thank Dave and his team for all the help and advice. If you have anything related to financial services go and visit these people , they friendly and approachable, never to early to plan your retirement, will recommend to friends and family”
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Cogent Financial Partnership
● Open“From the initial meeting with Matt I felt that he had my best interests at heart and really tailored his advice to my individual requirements. It is evident from the results that he is knowledgeable within his field; this paired with his personable approach and quick responses to queries has resulted in a very reassuring and reliable service being provided. 5/5”
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Tankard Wealth Investment Managers
● Closed“My pension is my main income, and I trust Tankard Wealth to advise me where to invest it with good results.”
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David Smith Financial Services
● Closed78 The Broadway, Loughton IG10 3ST, United Kingdom“Very Professional & approachable. Helped with my Retirement Planning & couldn't speak more highly.”
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Loucas Accountants - Welling
● Closed“We’ve been using Loucas for years and have always been happy with their service. Nothing is ever a problem and you can build a great business relationship with your accountant. Will be using them for many years to come.”
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Duke Godley Financial Planning Limited
● Closed14 Lyon Road, Harrow HA1 2EN, United Kingdom“Rupen Shah at Duke Godley is very helpful and very efficient in his work. He always tries to accommodate us and takes the time to explain matters to us if we need any advice.”
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Blackstone Financial Advice
● Closed“I come to google reviews to write a positive review of Blackstone Financial because of the awesome advice I've just got off Jan! He is the best person to contact when you need to buy a house!”
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Beaufort Financial
● Closed“Great Advice from Felix, got me a really good lead, thanks very much, well done !!”
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