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Investment management advice in Epsom

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  • 1
  • 4.9 42
    #1

    Nicholls Residential Epsom

    ● Closed
    159 High Street, Epsom KT19 8EW, United Kingdom
    1372 730111
    nichollsresidential.co.uk

    “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.”

    Photo of Nicholls Residential Epsom - 159 High Street, Epsom KT19 8EW, United Kingdom Photo of Nicholls Residential Epsom - 159 High Street, Epsom KT19 8EW, United Kingdom Photo of Nicholls Residential Epsom - 159 High Street, Epsom KT19 8EW, United Kingdom
    Financial Service Real Estate Agent
    Details
  • 5 8
    #2

    Tax Affinity Accountants Epsom

    ● Closed
    27 Waterloo Road, Epsom KT19 8EX, United Kingdom
    800 043 4051
    taxaffinity.com

    “Been using them for 5+ years now. Excellent service and support. Very well recommended.”

    Photo of Tax Affinity Accountants Epsom - 27 Waterloo Road, Epsom KT19 8EX, United Kingdom Photo of Tax Affinity Accountants Epsom - 27 Waterloo Road, Epsom KT19 8EX, United Kingdom
    Accounting Service Financial Service
    Details
  • #3

    The Taylormade Financial Management LLP

    ● Open
    100 East Street, Epsom KT17 1EB, United Kingdom
    1372 747938
    Financial Service
    Details
  • #4

    Ferguson Wealth Management Ltd

    ● Closed
    46 Beaconsfield Road, Epsom KT18 6HE, United Kingdom
    1372 202543
    fwml.co.uk
    Financial Service
    Details
  • #5

    Bob Rains Wealth Management

    ● Closed
    9 Epsom Close, Gravesend DA12 5BF, United Kingdom
    1474 328017
    partnership.sjp.co.uk
    Photo of Bob Rains Wealth Management - 9 Epsom Close, Gravesend DA12 5BF, United Kingdom
    Financial Service
    Details
  • 4.8 33
    #6

    bdhSterling

    ● Closed
    4-6 Church Street, Epsom KT17 4NR, United Kingdom
    1372 724249
    bdhsterling.com

    “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.”

    Photo of bdhSterling - 4-6 Church Street, Epsom KT17 4NR, United Kingdom Photo of bdhSterling - 4-6 Church Street, Epsom KT17 4NR, United Kingdom Photo of bdhSterling - 4-6 Church Street, Epsom KT17 4NR, United Kingdom
    Financial Service
    Details
  • 4.6 25
    #7

    Thomas & May

    ● Closed
    14 High Street, Epsom KT19 8AH, United Kingdom
    1372 848888
    thomasandmay.com

    “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.”

    Photo of Thomas & May - 14 High Street, Epsom KT19 8AH, United Kingdom Photo of Thomas & May - 14 High Street, Epsom KT19 8AH, United Kingdom Photo of Thomas & May - 14 High Street, Epsom KT19 8AH, United Kingdom
    Real Estate Agent
    Details
  • 4.1 52
    #8

    Northwood

    ● Closed
    94 High Street, Epsom KT19 8BJ, United Kingdom
    1372 740444
    northwooduk.com

    “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.”

    Photo of Northwood - 94 High Street, Epsom KT19 8BJ, United Kingdom Photo of Northwood - 94 High Street, Epsom KT19 8BJ, United Kingdom Photo of Northwood - 94 High Street, Epsom KT19 8BJ, United Kingdom
    Real Estate Agent
    Details
  • 5 3
    #9

    Four Seasons Financial Planning

    ● Closed
    Ashley Avenue, Epsom KT18 5AD, United Kingdom
    1372 404417
    fourseasonsfp.co.uk

    “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.”

    Photo of Four Seasons Financial Planning - Ashley Avenue, Epsom KT18 5AD, United Kingdom
    Financial Service
    Details
  • 5 1
    #10

    Capital Finacial Consultants

    ● Open
    55 High Street, Ewell, Epsom KT17 1RX, United Kingdom
    20 8393 6177
    capitalfinancialconsultants.co.uk

    “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.”

    Financial Service
    Details
  • 5 1
    #11

    Pritesh Pankhania

    ● Closed
    Nightingale Close, Epsom KT19 7EH, United Kingdom
    20 7744 1600
    priteshpankhania.co.uk
    Financial Service
    Details
  • 5 2
    #12

    Liquid Finance Partners Ltd

    ● Closed
    12-22 West Street, Epsom KT18 7RG, United Kingdom
    845 600 3573

    “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.”

    Bank, Credit Union Financial Service
    Details
  • 5 2
    #13

    RJW Associates

    ● Open
    142 Banstead Road, Banstead, Epsom KT17 3HN, United Kingdom
    20 8393 7954
    rjw-associates.co.uk

    “Solid Service, honest advice, been doing business with RJW for over 15 years. Highly recommend speaking to Robert!”

    Financial Service Insurance Agency Medical Services
    Details
  • 5 1
    #14

    CWM Chartered Accountants

    ● Closed
    1A High Street, Epsom KT19 8DA, United Kingdom
    1372 727333
    cwmaccountants.com

    “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.”

    Accounting Service Financial Service
    Details
  • 5 4
    #15

    Hakim Fry

    ● Closed
    69-71 East Street, Epsom KT17 1BP, United Kingdom
    1372 748798
    hakimfry.co.uk

    “Highly recommend Hakim Fry, Partners & Staff were of great help and the service was very professional.”

    Photo of Hakim Fry - 69-71 East Street, Epsom KT17 1BP, United Kingdom
    Accounting Service Financial Service
    Details
  • 4.2 6
    #16

    Fairstone

    ● Closed
    79 The Broadway Stoneleigh, Stoneleigh, Epsom KT17 2HP, United Kingdom
    20 8394 0954
    fairstone.co.uk

    “As always a very useful, informative discussion with a very professional team.”

    Photo of Fairstone - 79 The Broadway Stoneleigh, Stoneleigh, Epsom KT17 2HP, United Kingdom Photo of Fairstone - 79 The Broadway Stoneleigh, Stoneleigh, Epsom KT17 2HP, United Kingdom
    Financial Service
    Details
  • 3.7 3
    #17

    Grayside Ltd

    ● Closed
    55 High Street, Epsom KT19 8DH, United Kingdom
    1372 726162
    grayside.co.uk

    “Grayside Ltd is an excellent firm. Highly recommended!”

    Financial Service Insurance Agency
    Details
  • 3.7 6
    #18

    The Centre Court Partnership

    ● Closed
    33 High Street, Ewell, Epsom KT17 1SA, United Kingdom
    1372 747799
    thecentrecourt.com

    “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.”

    Photo of The Centre Court Partnership - 33 High Street, Ewell, Epsom KT17 1SA, United Kingdom Photo of The Centre Court Partnership - 33 High Street, Ewell, Epsom KT17 1SA, United Kingdom Photo of The Centre Court Partnership - 33 High Street, Ewell, Epsom KT17 1SA, United Kingdom
    Financial Service
    Details
  • #19

    Kingswood Financial Planning Ltd

    ● Closed
    19 West Street, Epsom KT18 7RL, United Kingdom
    1372 898500
    kingswoodfp.com
    Financial Service
    Details
  • #20

    Steve Dixon Associates

    ● Closed
    22 West Street, Epsom KT18 7RG, United Kingdom
    1372 739034
    stevedixon.co.uk
    Financial Service
    Details
  • #21

    Aspen Financial Services Ltd

    ● Open
    163 Francis Close, Epsom KT19 0JT, United Kingdom
    20 8943 8121
    Financial Service
    Details
  • #22

    Ignite Financial Services

    ● Open
    2 West Street, Ewell, Epsom KT17 1UU, United Kingdom
    Financial Service
    Details
  • #23

    Funding Advisory Services Limited

    ● Open
    14 Ladbroke Road, Epsom KT18 5BG, United Kingdom
    Financial Service
    Details
  • #24

    UniLink Finance Ltd

    ● Open
    1 Ashley Avenue, Epsom KT18 5AD, United Kingdom
    844 887 5544
    unilinkfinance.co.uk
    Financial Service
    Details
  • #25

    bdh Tax

    ● Closed
    4-6 Church Street, Epsom KT17 4NR, United Kingdom
    1372 231185
    bdhtax.com
    Photo of bdh Tax - 4-6 Church Street, Epsom KT17 4NR, United Kingdom
    Accounting Service Financial Service
    Details
  • #26

    FD Business Ltd

    ● Closed
    9 Lyncroft Gardens, Ewell, Epsom KT17 1UR, United Kingdom
    7966 532199
    Photo of FD Business Ltd - 9 Lyncroft Gardens, Ewell, Epsom KT17 1UR, United Kingdom Photo of FD Business Ltd - 9 Lyncroft Gardens, Ewell, Epsom KT17 1UR, United Kingdom Photo of FD Business Ltd - 9 Lyncroft Gardens, Ewell, Epsom KT17 1UR, United Kingdom
    Accounting Service Financial Service
    Details
  • #27

    Sloane Winckless & Co

    ● Closed
    2-4 Stoneleigh Park Road, New Malden, Epsom KT19 0QT, United Kingdom
    20 8949 6921
    sloanewinckless.com
    Photo of Sloane Winckless & Co - 2-4 Stoneleigh Park Road, New Malden, Epsom KT19 0QT, United Kingdom Photo of Sloane Winckless & Co - 2-4 Stoneleigh Park Road, New Malden, Epsom KT19 0QT, United Kingdom Photo of Sloane Winckless & Co - 2-4 Stoneleigh Park Road, New Malden, Epsom KT19 0QT, United Kingdom
    Accounting Service Financial Service
    Details
  • #28

    Bevis & Co

    ● Closed
    38 College Road, Epsom KT17 4HJ, United Kingdom
    1372 840280
    bevisandco.co.uk
    Photo of Bevis & Co - 38 College Road, Epsom KT17 4HJ, United Kingdom Photo of Bevis & Co - 38 College Road, Epsom KT17 4HJ, United Kingdom
    Accounting Service Financial Service
    Details
  • 1

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