Retirement wealth planning in Bromley
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Palantir Financial Planning
“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.”
Independent Financial Advisors in Bromley
“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”
Chris Nyeko Just Wealth
“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.”
Haines Watts Bromley
“Have used this firm for years, and wouldn't change. Can highly recommended the team of professional, friendly and knowledgeable staff.”
Thomas Foy Financial Ltd
“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.”
Elevate Financial Solutions
“Highly recommend Elevate Financial Solutions. Great service and helped every step of the way. Really great team of professionals.”
F & F Accountants
“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!”
ADIVA Accountants Ltd
“Everyone at Adiva accountants has been helpful and professional. I would not hesitate to recommend their services.”
Saifuddin & Co Accountants
“I can highly recommend Saifuddin & Co, very helpful and prompt service.”
Gill Noble & Co
“For the past 5 years + I have found Gill Noble to be an efficient and professional company who I consider to be an asset of our own. With a hectic schedule it was important to me to find a broker who would learn about my business, it needs and requirements and be proactive to ensure that our many insurance needs were met. Not only do they manage my business, they also manage all of my personal insurance needs and manage to do it all effortlessly, whilst saving me money, thank you Gill Noble.”
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