Top 30 Best Financial security planning in London
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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
● Open“Super Professional service with warm and personable touches, would recommend Kwasi and team without hesitation”
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Custodia Financial Services
● Closed“I have instructing Custodian for close to tow years for all my work and there is one word that best describes their service: "Excellent!" I have been very impressed with Viral Patel. he is an absolute pleasure to deal with, he is very attentive and has a can-do attitude. He provides first class service and will always reply to your emails, return your calls etc but above all he give very professional and objective advice. He takes great care to ensure that you are provided with the products that meet your needs. Highly recommended.”
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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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A-Star Financial Solutions UK
● Open“Great service. At this current economical turmoil, A-Star finance specially our mortgage advisor Mr Kishor Rana acted fast to secure a best mortgage deal for us. Due to his fast action, it has saved us hundreds of pound in monthly payment and couldn’t thank him enough. I will definitely recommend my friends and family and anyone who would like to use their services. Thank you kishor dai and the team Arbin Wembley”
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Feel Financial Services Ltd
● Open“My name is Sam and my partner is mark. We are purchasing our first house and needed life insurance and income protection insurance. We spoke to Tim and he was amazing! Absolutely fantastic service and has assured me that I'm covered for everything! Would 100% reccomend Tim and will definitely be using cover tree again. Thanks Tim :)”
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Spectrum Financial Advice
● Open“As a company director, Lewis set up a group life insurance scheme for me and my employees and also key man insurance for the business. An excellent service, very prompt and I was kept updated throughout. I would highly recommend this company and I will be returning in the future.”
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Crystal Financial Solutions
● Open“I was truly impressed with the service provided by Ash. As someone who initially dreaded the thought of having to go through a mortgage process, I found Ash extremely knowledgeable, personable and reassuring. His ability to tailor the service provided to one’s circumstances is outstanding. He really takes the time to understand your needs as a client and goes above and beyond what is normally expected to meet them. Ash was extremely fast, thorough and his ‘can do’ attitude made the entire process less stressful than expected. He laid out the process clearly from the beginning and we debriefed at every step as often as necessary. He was always prompt in updating us and getting things done, we never felt we had to chase up. I have rarely seen such outstanding service and I feel fortunate to have worked with Ash in such a significant life decision. Highly recommended!!”
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Abraham Associates - Mortgages, Insurances, Pensions, Borehamwood, Herts, London
● Closed“The Director as well as the team were excellent. They were prompt in their response, very assuring and understanding. I experienced great timely and spontaneous communication. Finally, I found them to be optimistic even when things looked bleak from my end. I am very happy to recommend Abraham Associates as dependable, and trustworthy.”
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Aegis Life Financial Services
● Closed“My experience with Aegis Life Financial Services was wonderful. Felt listened to throughout, was treated with care and with patience, making what is often times a daunting process of sorting insurance smooth sailing. A massive thanks to Yogesh and the team for all their help. Would highly recommend!”
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Mortgages & Insurers Solutions - London Mortgage Brokers
● Open“I have used Mortgages & Insurers for both of my last 2 home moves and they have always provided me with fantastic service. Most recently I had a very complicated case. Fortunately Danny was diligent in his work to make sure I was able to move on time, and Mark was on hand to support when things became difficult. Can't recommend them highly enough.”
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Lemon Tree Financial
● Closed“The service you receive at Lemontree is so much more than your average broker. Mitul is a true partner who cares deeply about his clients, understands their challenges and shows creativity and insight to help them achieve their aims. He also has exceptional knowledge and has close relationships with lenders which help to get that little bit of leniency and understanding that you need sometimes as an investor. I wish there were 6 stars because a 5* score doesn't do justice to the level of service we received. We had a very big problem which could have seen us lose 3 properties and we'd tried several brokers to see if they could get finance to no avail. Not only did Mitul manage to the finance for all 3, he worked tirelessly to drive through the conveyancing and help us overcome many obstacles. Thanks a million!”
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Frog Financial Management Mortgage Brokers Rickmansworth
● Open“Frog are completely on the ball. They source competitive rates and email us when our insurances need renewing - ensuring year on year that we get the best deal. They have sourced our mortgage for over 6 years and given us financial advice regarding our Wills and life assurance. We wouldn’t be without them. Thank you to Craig, Charlie and the team. You have made a huge difference to reducing our stress with financial worry.”
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Percom Financial Services (Wimbledon)
● Closed“Elliott our mortgage advisor discussed the services available and walked us through the process step by step. He was never more than a phone call or Zoom call away during the entire process, which was handled professionally, incredibly knowledgeable and competent. He was friendly, down to earth, and most importantly, he made himself relevant by adjusting the topic so that we got along well. Samira (mortgage administrator) to be very educated and personable, and she was always making sure things were going on as planned. I would certainly use their services again.”
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Line Financial Services
● Open“I was about to renew my mortgage through Halifax, as I thought it would be easy and they’d give me a preferential rate being an existing customer. I thought I’d quickly check with Tom first to see if he could find me a better option and he managed to get me a new mortgage for 1% cheaper than Halifax were quoting me…and it was even with Halifax. Well worth dropping him a line just to check before you renew your mortgage, as it saved me hundreds every month”
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S&P Financial
● Closed“I must say S&P delivered more than 5⭐️ service in getting my mortgage! From start to finish, Kush and Daniel have been extremely helpful and gave me the best advice in this volatile market. As I was applying on my own, all other mortgage advisers made it look impossible whilst S&P never even made me feel that it was a problem! They provided me with detailed updates and chased me for any matters. They even helped me with the forms for the solicitors! This company is very transparent and do not have any hidden charges! HIGHLY HIGHLY RECOMMEND S&P to anyone who’s looking to get mortgage / advice!”
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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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First Financial
● Open“I have used First Financial for several years now (after a glowing recommendation from a fellow business owner and friend) and would highly recommend them. As a self-employed individual I find it difficult to get a decent mortgage rate but Matthew and James have worked tirelessly to find me the best rate, always chasing up the bank, completing the relevant paperwork and making sure I have been looked after. I would always leave my financial matters in their capable hands.”
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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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360 Financial Services
● Open“I was recommended 360 Financial services by my brother and sister in law and I will definitely be recommending them to all my friends and family. Big thanks go especially to Charlie and Gemma for all their hard work over a challenging 2 years to secure me my mortgage and get me into my new home. They were always on the end of the phone or email to answer my questions and nothing was ever too much trouble. I cannot express enough how grateful I am to you both. Thanks again.”
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Links Financial Services London Ltd
● Open“I would highly recommend Links Financial Services to anyone looking for a professional trustworthy service tailored to your specific needs. Jagpal Singh is very experienced in getting you the best deal and takes the stress out of the whole process from start to finish. He is always approachable and quick to respond to any questions or queries and works efficiently to a very high standard keeping you updated every step of the way. Jagpal always goes the extra mile without hesitation. What more could you ask for.”
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Alex Cheema, Chartered Financial Adviser
● Open“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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Future Start Independent Financial Planning
● Closed“We needed advise for our early retirement on the pensions we have. Excellent, professional and friendly service given by Jon who explained in detail options we had available to us, and advised us of the best options. Cannot thank him enough for all the hard work which has gone into resolving our questions and setting up a new Portfolio.”
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Ben Williams Financial Planning
● Open“Ben could not have been more helpful with his advice, knowledge and expertise. He kept in contact throughout the process and ensured I fully understood everything. Nothing was too much trouble and I would not hesitate to recommend him to anyone in relation to all financial planning matters.”
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IMC Financial Services
● Open“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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London Financial Advisors Limited
● Closed“I have used Harri's services for a number of years and recommended him to everybody. His advice is always spot on, he works quickly, and has excellent client care skills. He is able to anticipate any issues and works with you to resolve them efficiently - always at the end of the phone and turns things around quickly. I will be using his services for years to come.”
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Clifford Davis Financial Planning
● Open“I had an initial enquiry regarding a commercial mortgage. I am so impressed with the way Clifton explained everything. I was new to the commercial mortgage side and Clifton took his time to detail every little bit. At this time I cannot afford to go ahead with the mortgage but I will most definitely be returning. Thank you”
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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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Fernbank Wealth - Chartered Financial Planners/Advisers.
● Open“Miles provides clear, pragmatic, well thought out advice. Professional and responsive, he also has the rare quality of being an advisor that takes the time to get to know you, your goals and genuinely wants to do what is best for you, with no sales angle or other agenda, which really sets him apart. He is someone you can trust to guide you through various financial planning decisions and comes highly recommended.”
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