Top 30 Best Financial wealth management in Welling
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ARK Wealth Advisers - London
● ClosedWoodford Avenue, Gants Hill, Ilford IG2 6JX, United Kingdom“We were really in an very complicated stage in our Credit score level and everways we were less qualified for a mortgage. But once we met Mandip we really came to know what mistakes we were doing .He is very Professional person and his advice brought us a confident that we also can buy a house. And YES it took about 6 months but I would say it was worth waiting that much of time. We would have not made it to our Dream house without Mandip 's valuable advice and Support. Thanks to Mandip ARK MORTGAGES.”
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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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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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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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Clear Financial Advice Ltd
● Closed“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.”
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Cameron James - UK & Expat Financial Advice
● Open“I enquired about UK pension consolidation advice and was thoroughly impressed by the fast response and highest level of professionalism. I was seeking some help to understand how I can approach this complex and seemingly daunting process from an early stage. Luckily, I had the pleasure of speaking with Eduardo S. from Cameron James Finance. Eduardo carefully considered my personal circumstances and provided detailed answers to my questions, demonstrating deep knowledge of the market and potential options I can consider. Thanks to my initial conversation with Eduardo, I now have a better idea of what to look out for.”
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Palantir Financial Planning
● Closed“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.”
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Anna Magryta-Urban Financial Adviser
● Closed“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!”
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Acorn Welling Estate Agents and Letting Agents
● Closed“Very professional team, fast responding and very efficient. I can always find someone in the team willing to help with questions and checking the progress. I would recommend Acorn to anyone who's thinking of buying or selling with a smooth and professional process.”
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Clever Financial Services
● Closed“The best Financial advisors I have came across in the UK. They have very efficient way of handling the case as my case was very complicated plus they got me the best rates while rest offered the higher! I would highly recommend them.”
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Langford Russell Estate Agents in Beckenham
● Closed“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!”
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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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AMIQ Financial Services Ltd
● Closed“I'm very pleased to have entrusted my financial matters in their capable and professional hands. They have been exceptionally helpful and I would highly recommend their services.”
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Crown Financial Ltd
● Closed“I used Mr Malik to buy my Buy to Let mortgage. He was very knowledgeable and found me a very good deal. I would definitely recommend him”
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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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Zest Financial Consultants
● Closed“Independent Financial Advisors with an introduction meeting option. They were very clear about our realistic options and able to guide us between better and more problematic solutions. They are definitely worth a consultation to find out where you are and where you can go financially.”
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Four Seasons Financial Planning
● Closed“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.”
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Financially Happy : Life and Financial planning
● Open11 Waterside Way, Woking GU21 3HP, United Kingdom“Really appreciated working with Alan. Feel much more on top of my finances and definitely have a better understanding of my financial health. I've been inspired and empowered to better plan for my future. Thanks Alan!”
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Holborn Financial Ltd
● Closed“Very helpful good supply of liquid what do business again definitely”
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Cat Ivison Financial Coaching
● Open3 Shottfield Avenue, London SW14 8EA, United Kingdom“Thanks to Cat I now feel more confident managing my money. She helped me assess my needs and wants and prioritise them and then offered tailored suggestions on how I could feel more in control of my money. I now feel a lot less worried about finances, both on a day-to-day level and when it comes to providing for our future.”
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Hampstead Wealth Management
● Closed“I was looking for a highly professional, and focused, personal financial advisory service which provided direct individual attention from an experienced Principal. In Hampstead Wealth I found that service, and soon developed a trusting relationship with someone whose advice reflects my needs and particular level of experience.”
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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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Unividual | London Financial Advice
● Open“Lewis and the team are fabulous - they’ve taken the time to help me understand how best to invest and the right time to do so and they’re always available to answer any questions. I was introduced through a friend and I would definitely recommend.”
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