Top 30 Best Individual finance management in Bromley
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Hunters Estate & Letting Agents Bromley and Chislehurst
● Closed“Purchased through Hunters Chislehurst in early 2019. Myles and the entire team were accessible, responsive, informed and professional. Service levels were maintained post our purchase decision and they remained very patient as we had numerous visit requests from tradespeople prior to completion which I have no doubt were burdensome to them. Should we ever sell they will be our first phone call. They behave how we should all expect Estate Agents to behave, unlike a number of others we have had experience of and which share the same high street.....”
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Independent Financial Advisors in Bromley
● Closed“Graeme is a well-informed and efficient adviser who gives clear explanations of the servive he provides. He regularly updates me and has an easy and approachable manner. What could your adviser do better? Can't think of anything Graeme is a very friendly person who is very easy to talk too and he always listens and takes on board what we have asked for. What we have liked about Graeme is he has always taken the time to make sure we fully understand the advice he has given as well as fully explaining all the options we have.We would not hesitate in recommending Graeme to anyone else as he has made sure we are happy and fully understand what we have undertaken unlike some of the advice we have had from other advisors in the past. Paul and Sharon. Graeme is the perfect advisor for a beginner like me, who has just made his first investment. He made sure he thoroughly understood my financial goals and my attitude to risk. He clearly (and very patiently) explained the structure of the investment and fees. I couldn't be happier with the advice that I received from Graeme. I know that my adviser is completely honest, full of integrity (something that is completely lacking in the Financial Industry and other sectors) and I have allways respected his advice because of the high level of his knowledge and his ability to use his expertise rightly on my behalf. He is extremely hard working and responsive and somehow always manages to respond rapidly and correctly. He is also capable of lateral thinking, i.e using a vast amount of factual knowledge to reach the right solution for his clients while safeguarding their interests totally. This is something that most people who charge fees for providing very important services to the public are totally incapable of providing and as demonstrated day after day are also totally devoid of any form of conscience. Graeme Mackay is one of a very small select number of Financial Advisers that do their job exceptionally well on behalf of their clients and therefore could not be more highly recommended. Graeme listens to what my requirements are and asks relevant questions. Discusses the sort of options available that will meet my requirement. Sources relevant products and then discusses them with me to make sure I understand the product Reviews my investments and advises me of any changes I should make, in particular if investemnts are not performing What could your adviser do better? I think Graeme does everything required, he spends a lot of time with me going through all my requirements, discussing the financial issues for and against. Comes up with suitable products which he explains to me. Reviews changing needs and the performance of my investments. Graeme is easy to talk to, he is patient when I don't understand anything and I he takes on board my requirement. I would be sad to loose him as my Financial Advisor”
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Sentient Wealth Management Ltd
● Closed“Fotis has been really helpful in planning my pension portfolio. Allowing me to enjoy financial security in my retirement. I rate the service I get from Fotis as very high.”
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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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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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TUI Holiday Store
● Closed“Really helpful staff with great knowledge base on all of the different holiday types they provide. Whether it's a Cruise, short breaks, full on holidays and flights. Between the various members of staff they can provide detailed information about most destinations. There is also a currency exchange in the shop.”
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K. A. Property Accountants Ltd
● Closed199 Southborough Lane, Bickley, Bromley, Keston BR2 8AR, United Kingdom“Can't commend highly enough. Kyri, Nathan and team are the most conscientious and professional accountants I've used in the past 25 years. Recommended by a friend, it was the best decision I've made in a very long time. Outstanding.”
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Elevate Financial Solutions
● Closed“Highly recommend Elevate Financial Solutions. Great service and helped every step of the way. Really great team of professionals.”
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Chris Nyeko Just Wealth
● Closed“I’m grateful to Craig for his help and advice with my first venture into the world of investments. I found his service friendly, professional and efficient. I will certainly be recommending Craig to anyone seeking high quality financial advice in future. Thank you Craig.”
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The Excell Partnership LLP
● Closed“I was recommended the Excell Partnership through a colleague, and have to say the service from day 1 was outstanding. I was put in touch with Rich Munro who took me through the process with ease and professionalism, and gave me real subject matter expert advice. As a first time buyer working in a job with bonuses and commission it was a real struggle to try and secure mortgage, not to mention the background of a global pandemic to add to the complexity. I genuinely could not have secured a mortgage on my new home without Rich, and have already recommended him to several colleagues. I will be using Rich and Excell for re-mortgaing and other services moving forward. Genuinely best in class service, and I can't recommend Rich Munro, Brian Robinson and the Excell team enough.”
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True Potential LLP
● Closed“I would highly recommend Richard, Peter, Joe and the whole team at Whiter Financial. I've dealt with them on several times over the years and have always had a superb experience. Nothing is ever too much trouble and I completely trust that they are helping and directing me in the very best way. Thank you again for all your help. Matthew Uden”
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Accountancy Aid
● Closed“We have a couple of companies that have had the privilege of working with Accountancy Aid for the past few years. Roger, Matt and his team are extremely professional, providing a great service that can be relied on. Their knowledge and assistance is excellent and they are a delight to deal with at all times - nothing being too much trouble. No need to look elsewhere !!! Would happily recommend them anytime.”
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AW Accountancy & Bookkeeping
● Closed“Excellent service and advice at an affordable cost. Very professional and great communication. I will be using again next year for my accounts. Emily Larsen”
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AccountsHelp
● Closed“Have been using them for managing my business and personal accounts for many years. Have always received excellent service, great advice and prompt replies from them. Nathan has always been very patient and helpful in answering all my queries.”
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Sargeant & Co
● Open131 Hayes Lane, Keston BR2 9EJ, United Kingdom“A fantastic company to deal with very professional and helpful and most importantly great people to deal with many thanks Ian Babb”
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F & F Accountants
● Closed“I have received excellent Service Accountant Bromley F&F Accountant has been a great companion to me for years now. They are highly professional and deal with even the trickiest problems easily. I would definitely recommend them to everybody. Good going everyone!”
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ADIVA Accountants Ltd
● Closed“Everyone at Adiva accountants has been helpful and professional. I would not hesitate to recommend their services.”
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Saifuddin & Co Accountants
● Closed“I can highly recommend Saifuddin & Co, very helpful and prompt service.”
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Karaman & Karaman
● Closed“Excellent service. Very responsive to queries and offer good, professional advice. I would highly recommend”
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CWA Tax
● Closed“I have been using this family run business for a number of years, excellent service, friendly professional team and fantastic advice provided. I can highly recommend.”
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T Burton & Co
● Closed“The person that answered the phone was really helpful and nice, great customer service!”
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