Top 30 Best Personalized finance planning in Bromley

“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.”

“Had tooth extracted by Mr Stevenson today. Highly recommend him. First class service. Took the time to explain things fully and made me feel at ease. Karen on reception was very helpful.”

“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”

“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 had a delightful experience working with Sonal who helped me tremendously to secure my mortgage. She talked me through the process step by step and was available at every moment I needed advice or more information to progress the application swiftly and correctly. I'd thoroughly recommend her services and wish her all the best.”

“John and his team have been fantastic helping me through every step of getting set up as a freelancer.”

“Highly recommend Elevate Financial Solutions. Great service and helped every step of the way. Really great team of professionals.”

“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.”

“Great Team @ Add Wealth. Always Keen to Help. Always A Pleasure”

“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.”

“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.”

“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”

“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.”

“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”

“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.”

“A fantastic company to deal with very professional and helpful and most importantly great people to deal with many thanks Ian Babb”

“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!”

“Great communication, saved me money within days of a deep conversation. Encouraged me to get my act together.”

“Everyone at Adiva accountants has been helpful and professional. I would not hesitate to recommend their services.”

“I can highly recommend Saifuddin & Co, very helpful and prompt service.”

“Top firm who provide a thorough accounting service. Would highly recommend all of the team - always has patiience to answers questions, great for a new/start up business.”

“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.”

“The person that answered the phone was really helpful and nice, great customer service!”