Top 30 Best Financial security strategies in London

“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.”

“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.”

“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!!”

“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.”

“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!”

“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”

“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!”

“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!”

“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.”

“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.”

“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.”

“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.”

“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.”

“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.”

“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.”

“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”

“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.”

“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.”

“I was in a financial pickle and I went with Richard because of a friends recommendation. Richard has helped me to get back on track with my finances with some short and long term goals. Thank you so much.”

“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.”

“Great Customer Services, Professional and Dedicated team. Pam, thank you so much for your professional help and advise in the best interest of customers and looking after us for so many years. I would definitely recommend friends and family to Oakmonunt Financial Services.”

“Having had a poor experience with another broker, I was referred to the TR Financial team and was incredibly impressed with the honesty, simplicity and detail of advice that I was given. Sam & Gideon are extremely friendly and I would highly recommend them to anyone looking for a mortgage.”

“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!”

“I am very happy with the accountancy services Samir and his team at Capitax Financial have provided to my IT limited company. I found Capitax to be an excellent good value accountancy company with a proessional friendly team who are very knowledgable and efficient. All my queries always get answered swiftly by the team via a call or email and whenever I needed to I was always able to contact Samir directly for advice, which wasn't the case with my previous accountancy firm! Anything that wasn't clear to me or I didn't understand either Samir or one of his team were happy to take time to explain and go through with me which I appreciated very much. When I was in the process of buying a new house and needed the process to be completed quickly but the process was delayed because the broker and the bank needed documents which I didn't have and information to be varified which I couldn't do so I contacted Samir for help and he worked with the bank and broker promptly to provide the information they required to move the process on which was above and beyond his statement of work for my limited company which I was very greatful. Capitax handle my book keeping, VAT return, run payroll, self assessment, produce year end account...basically everything to do with the day-to-day running of my limted company. All my business bank account transactions are synchronised to the FreeAgent software for me to categorised and approved before any VAT Return is submitted and payroll slips, self assessment forms and year end account documents are produced and uploaded by Capitax to an online portal for me to review and digitally sign for, I really like the way this work giving me complete control of my limited company the whole operation/process is very smooth and efficient. I have used Capitax Financial since early 2018 after an IT contractor colleague recommendation, the difference in service quality and level between my prevous accountancy firm, whom I was with for 7 years, and Capitax is massive even though the size of their team are the same. My one regret is that I should have made the switch much earlier because I would have saved money, be in control of running my limited company and received a better quality of service. Thanks Capitax for all your help Ky”

“Could not recommend Sam Ewen, Nichole Wimble and the whole Rosehill team enough. Throughout our house buying, they were courteous, informative and made the whole process that much smoother for me and my girlfriend. It was our first time buying, and we had many difficult parties and stakeholders to deal with - Rosehill were not part of that cohort. They helped us, provided regular updates and we really felt more at ease knowing we had them there to lean on. They did their job superbly + helped us with tricky requests (which our lawyer was slow to act on). Would be 6* if that was an option”

“After being recommended by a friend to use Cooper and Parks (David Parks) I knew instantly the service was going to be amazing. David listened to any concerns we had and he found us the perfect mortgage deal. David introduced us to Hayley and from day 1 she was amazing. Hayley updated us throughout our application and assisted with Solicitors along the way. The process was easier from start to finish with their service! We have recommended Cooper and Parks to all our family and friends.”

“Very professional service, thank you David, for your assistance in delivering what was not a straight forward financial service. I would have no hesitation in recommending.”

“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”

“really glad to find accountants who are not only great in tax advice but also offer us proactive advice and guide us about our paperwork too. They have made us aware of our finances and how can we manage it well. Our staff is very pleased as they have made the payroll so easy and all of them get the pay in their account without us doing anything. Thank you Fortuous, now we understand our business and without your help it was not possible.”

“Selling my Mother in law’s property was never going to be easy as it’s was a great emotional wrench for her! But Sophie and the team at Langford Russell made it easy. Sophie, was patient, efficient and if she said she was going to chase things with other parties she did so! Thank you so much for putting up with my demands, you made this transition a much easier one!”