Individual financial goals in London

“Very easy to get an appointment, quick service, thank you!”

“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.”

“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”

“My friend recommended Minesh and Vistaara Financial Solutions and I do not regret this decision. Minesh was very professional and friendly. Getting a mortgage for the first time is daunting as there is so much information but Minesh explained everything and answered all my questions. Vistaara Financial Solution were always available and kept the process as stress free as possible with regular updates. Minesh provided me with excellent advice from the start, everything was clear and the road map to get a mortgage was outlined from the beginning. I was kept up to date at all stages, I cannot speak more highly about Minesh and Vistaara Financial Solutions. I would highly recommend them to friends and family!”

“Mortgage Matchmakers have been managing all my mortgage needs for over a year now. I have personal, company and btl mortgages, and the service received from Mohit is absolutely stellar. He is very knowledgeable, helped avoid pitfalls during offer stage as well us steered the lender engagement in a manner that was quite helpful. I believe I got the best deals at the time and I will highly recommend Mortgage Matchmakers for their services.”

“Fantastic experience from start to finish. The dream team of Elena, and Ellie were there to answer any and all questions we had throughout the process and got us a great mortgage rate! They really did make everything extremely smooth and easy and would recommend to anyone.”

“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!!”

“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!”

“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.”

“Greg has been extremely helpful in my journey to rediscovering self-confidence. In his sessions, I feel like I can express anything I want to freely, without judgement and always knowing that I can take my time. We've explored a lot of background into the way early experiences have affected behaviour and how to move on and forwards through lots of intelligent conversation. His sessions aren't intimidating, but relaxed and up to you to choose what's discussed. I'd definitely recommend Greg to anybody seeking even someone to listen.”

“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!”

“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.”

“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.”

“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!”

“Martin’s help in getting the mortgage offer has been instrumental. His knowledge and contacts have helped to navigate some of the challenges we have faced during the process which were not anticipated. The process began with a thorough consultation from Martin, explaining the house buying process and all of its steps. Once we have found a house and made an offer, Martin had us upload all the necessary documents/paperwork onto their easy-to-use secure platform. Where we had faced unforeseen circumstances were in aspects of immigration and structural integrity during the application process. Martin’s expertise and personal advice have been key in helping us navigate through the process to make the right decisions, helping us avoid a lot of stress. His outreach with various contacts with the lenders has helped us in securing the mortgage on favourable terms despite these issues. Throughout the process Martin has been very responsive; whether that’s through email or phone calls and provided a necessary buffer when dealing with estate agents on our behalf. Martin comes highly recommended from our experience, and we’re positive that without his help, securing our mortgage would have been much more challenging and stressful.”

“Jatinder is a fantastic financial advisor! He provided valuable advice and guidance, helping me make informed decisions about my finances. I appreciate his professionalism and expertise. I highly recommend him to anyone in need of a great financial advisor.”

“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.”

“We have started using PFC recently, Praddy and Kavina have been very supportive to set up our new company, accounting, payroll, VAT returns. Very knowledgeable and helpful team. As we were very new to self employment, Praddy was supporting us throughout. Really impressed with their service. A pleasant team.”

“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.”

“Great overall experience dealing with Dean Boyd for mortgage advice. His professional yet caring approach was invaluable at such a stressful time. Really helpful, insightful and detailed advice that made getting a mortgage a pain free process. Would recommend to anyone looking for financial or mortgage advice as this really was a fantastic service all round. I’ll certainly be using Lloyd OSullivan’s and Dean again in the future.”

“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.”

“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.”

“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 have been with Gem & Co for 10+ years. Within those years I have not had one single worry or problem. They really are a brilliant financial advice and planning outfit Elliott is a consummate professional and his team responsive and efficient. The advice given and investments made have been sound and they have helped me achieve my targets for early retirement. I cannot recommend the services of Gem & co more.”

“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”