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Guide > Individual wealth planning in London > Individual wealth planning in Bexley

The Best Individual wealth planning in Bexley

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  • 1
  • 5 1
    #1

    Sancto Merricks Wealth Management

    ● Closed
    20 Bourne Road, Bexley DA5 1LU, United Kingdom
    800 023 4612
    sanctomerricks.co.uk

    “Excellent advice and a friendly team. I very much recommend this team”

    Photo of Sancto Merricks Wealth Management - 20 Bourne Road, Bexley DA5 1LU, United Kingdom
    Financial Service
    Details
  • 5 1
    #2

    Wotton Wealth Management Limited

    ● Closed
    19 Bourne Road, Bexley DA5 1LR, United Kingdom
    1322 404854
    wottonwealth.co.uk
    Financial Service
    Details
  • 5 7
    #3

    Lawton Financial Services

    ● Closed
    19 Bourne Road, Bexley DA5 1LR, United Kingdom
    1322 522523
    lawtonfinancial.co.uk

    “Where to start… I reached out to Liam at Lawton in desperation, and it was the best decision I made. My original financial advisor was slow, unwilling and clearly lacked the skills needed to progress my mortgage application - it was appalling. When I sent an enquiry to Liam, he called me back almost immediately. I explained I had been waiting 2 weeks for my advisor to review my documents and apply for my mortgage. Liam assured me he could get it done within 48 hours, but in fact he managed to submit it the same day!! I then had my offer within two weeks. He kept me informed on every step of the application so I knew where we were - he was fantastic. As I had a related sale, the solicitor I had was not progressing the sale. They were ignoring me, causing many problems, and risking my purchase. This went on for many months. Given, Liams job was only to get me my mortgage, he went above and beyond and worked effortlessly chasing my solicitor to get my sale moving. He called me a couple of times a week to check where I was, if I needed any help - his service was exemplary. In January, 4 months into my sale, my solicitors were completely ignoring us. Liam took it upon himself to reach out to a number of solicitors to explain my situation and what was happening, and to see if anyone could turn my case around and get the sale moving. He did exactly what he said, he found me a firm who managed to take over my sale and get me through to completion within 3 weeks!! If it was not for Liam, and his hard work and dedication to me as a clients, I would not have moved into my home - or completed on my sale in time for the stamp duty or Help to Buy window closing. Liam is a paragon of elite financial service advisors, customer service - and commitment. I am most certainly a life-long patron of his now. He has certainly shown he is adept and erudite within the industry, and has perfect diplomacy. My review could continue, the gent deserves adulation.”

    Financial Service
    Details
  • 5 3
    #4

    Think Cloud Tax Ltd

    ● Closed
    19 Bourne Road, Bexley DA5 1LR, United Kingdom
    1322 875381
    thinkcloudtax.co.uk

    “Professional service with excellent results. Explained the whole process well but also took the time to explain anything I wasn’t sure of in more detail. I would recommend to anyone.”

    Photo of Think Cloud Tax Ltd - 19 Bourne Road, Bexley DA5 1LR, United Kingdom
    Financial Service
    Details
  • 5 5
    #5

    Robsons Accountants Limited

    ● Closed
    19 Montpelier Avenue, Bexley DA5 3AP, United Kingdom
    20 8303 5909
    robsons.net

    “Excellent company. Family business and the highest professionalism. We have recommended to many people already.”

    Photo of Robsons Accountants Limited - 19 Montpelier Avenue, Bexley DA5 3AP, United Kingdom
    Accounting Service Financial Service
    Details
  • #6

    Wentworth Andrews LTD

    ● Open
    66-70 Bourne Road, Bexley DA5 1LU, United Kingdom
    7932 818342
    Financial Service
    Details
  • 1

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