Investment management advice in Epsom
28 results found
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Nicholls Residential Epsom
● Closed“We have dealt with many agents over the years but the service we have received from Nicholls Residential has been the best we've ever had. The whole team were very personable and approachable throughout the whole process. In particular Georgia who was really helpful and caring, providing us with regular updates and always happy to answer any questions we had. The overall service was to the highest standard and they made us feel valued. We would throughly recommend them to anyone looking for an agent in the area.”
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Tax Affinity Accountants Epsom
● Closed“Been using them for 5+ years now. Excellent service and support. Very well recommended.”
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bdhSterling
● Closed“My wife and I have dual UK/Australian citizenship. We live in the UK and our superannuation funds are in Australia. We are coming up to retirement and needed advice as we haven't yet decided where we will eventually live. Paul Davies was our adviser, ably supported by the excellent Louise Duncan, a paraplanner. We had some long conversations about various scenarios and the pros and cons of different strategies. The process was very informative, and we both felt that we were being listened to and our situation was being carefully analysed. The outcome was a detailed plan that included 2 main scenarios, one UK-based, the other Australia-based. The plan showed us that we could live comfortably in either country, which means our decision on that is not going to be forced by a financial consideration. So now we are looking forward to our retirement with confidence and peace of mind, knowing we have the wherewithal to make choices based on lifestyle and family considerations. I would highly recommend BDH Sterling to anyone looking for confidence and peace of mind in their future (and aren't we all?). Thank you so much, Paul and Louise.”
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Thomas & May
● Closed“I first dealt with Thomas & May a few years ago when buying a property in Ewell, then more recently approached them to sell my house in Stoneleigh which they did within a day! I've since recommended them to family & friends and I'm pleased to say they've always been great and very professional. These guys are well established and honest - definitely worth trying first.”
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Northwood
● Closed“I have nothing but positive feedback for Northwoods. We moved into our home over a year and half ago and the whole rental process wasn’t stressful or anything it went really well. Since living here we had a few bits that needed sorting which like any home that can happen. Both Tracey and des were fantastic they were so quick in sorting it for us and nothing was an issue for them and cannot thank them enough. I would highly recommend them to anyone.”
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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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Capital Finacial Consultants
● Open55 High Street, Ewell, Epsom KT17 1RX, United Kingdom“Mark Reid came highly recommended to us after our re-mortgage plans elsewhere were not moving along. He was incredible to work with, he knows exactly what he is doing, gives great advice and has access to the best deals out there. Our circumstances were somewhat complex yet he was able to arrange our mortgage within 3 weeks! We would with out a doubt use him again.”
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Liquid Finance Partners Ltd
● Closed12-22 West Street, Epsom KT18 7RG, United Kingdom“Fantastic service from these guys, provided funded within hours. Jake who I believed to be our account manager is very friendly and proactive. Thank you.”
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RJW Associates
● Open“Solid Service, honest advice, been doing business with RJW for over 15 years. Highly recommend speaking to Robert!”
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CWM Chartered Accountants
● Closed“I have been a client of CWM for over ten years. Mark takes care of my tax planning and accountancy needs, leaving me to focus on my clients. He's both friendly and professional. I would not hesitate to recommend him and CWM to anyone. In fact, I have many a times and the feedback has been excellent.”
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Hakim Fry
● Closed“Highly recommend Hakim Fry, Partners & Staff were of great help and the service was very professional.”
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The Centre Court Partnership
● Closed“Hi all , I wanted to leave a review for Simon Murray who is a financial mortgage protection officer , I had an issue with my mortgage and Simon worked very efficiently to sorted out, we found him to have some excellent qualities, very polite, efficient, on the ball (he knew his industry )very well. We gave him all the information and everything was very smooth and within 1 week we had a mortgage offer. We are very grateful and happy. I wanted to share this cause I would recommend him for anyone who is having difficulties.”
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