Top 30 Best Personalized financial advice in Epsom

“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.”

“We cannot praise enough Mayfair for their profesionalism in helping us get our first home. Darren has been absolutely sensational and helpful thorough what should have been a stressful process. He made everything easy and worry free for us.”

“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.”

“We were referred to Donna Evans at Madava Financial Services for our mortgage through Cairds and from our first meeting we knew straight away that we were going to be well looked after. Donna took the time to get to know us as people, understand our situation and really cared about getting the best outcome for us. She found us a fantastic mortgage deal, exactly what we needed, giving us exceptional support and recommendations throughout the process. Would highly recommend; a truly personal yet professional experience.”

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

“Ciara came highly recommended and was an absolute superstar for us. She didn't just get us a mortgage, but helped us understand some of the legal processes, outside her remit, and helped fill in gaps where ever she could on "what to expect next". Guiding us to a perfectly presented application for a first time buyer. She is Absolutely Brilliant and I am happy to say that I am and will continue expand my portfolio with her. Thank you very much Ciara!”

“Excellent, friendly and professional accounting services! Love Your Accountants take care of our annual returns and Andy is always quick to answer any accounts questions we have.”

“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.”

“I went in here expecting a mediocre experience from obnoxious people, however my expectations were far surpassed by a young employee called Finn Cartwright. He was incredibly helpful and guided me to victory within the food hall. If there could be more employees like him I would shop here everyday of my life. Go Finn!”

“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.”

“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.”

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

“Thank you Sam and the guys for the amazing HMRC refund...really needed it the way the things are right now”

“Excellent service. Very thorough and professional with a real consideration for customer care.”

“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.”

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

“Tom Edwards at Gumersalls was a great help as I finally got around to getting my Will sorted out. He made it a very straightforward process - not sure why I left it so long to do! I've used Gumersalls for some conveyancing work in the past and sorting out a Statutory Declaration - I wouldn't go anywhere else now for any legal assistance.”

“Well what can I say. Sarah is a real asset to your company and it is always a pleasure to go in to Epsom and book my holiday with her. I think that i have booked my last 7 holidays there. So keep up the good work Sarah.”

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

“Hello there, To anyone who may end up in the predicament I found myself and my family in end of last year when my Father sadly passed away whilst residing in France, the sheer amount of documents that not only needed counter signatures but help in trying to understand. David was not only competent, professional but very welcoming and exceeded our expectations! Honestly, thanks to him we are now in a good place and are confident all our business has been dealt with. Thank you kindly David for accommodating a visit with my 87 yr old Mother, you were very patient and kind. Regards Stephan Rochatte”

“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.”