Wealth consulting in Walton-on-thames
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Purely Financial Planning LTD Walton-on-Thames
“I would give more than 5 stars if I could! I was recommended purely financial planning from a friend, Andrew who is the director of the company was our main point of contact. From the initial discussion to getting our mortgage approved the process was seamless, I think what a normally stressful process was made very breezy! I honestly couldn’t recommend enough. The rates are very reasonable and worth every single penny! Thank you purely financial & Andrew so much for all your help it’s really appreciated!”
Pilgrim Wealth Management Ltd
“I cannot thank Duncan enough for the excellence of his outstanding service over the years. I've had the pleasure of known Duncan for a long time and would not hesitate in recommending him.”
Bigmore Will Writing
“We were very pleased with the professional and friendly service service Luke and Cheryl provided. They always kept us up to date and were available to answer any questions we may have had. Would have no hesitation in recommending them.”
Nichols Marcy Dawson LLP
“We used NMD Law for our recent house move. Their attention to detail, accessibility and professional advice was excellent. Suzanne and Dawn worked seamlessly in their job share and did not miss a beat. We can not thank them enough.”
Bigmore Associates
“I reached out to Bigmores around 4 years ago to sort out my pensions and other financial matters as I was about to retire. I met David Dunn in the office in Walton and he has since been my go to person with anything financial, offering his expert advice and recommending what he thinks are my best options to maximise my returns on my SIPP pension plan. I would recommend anyone requiring financial assistance to have a chat with them.”
Bigmore Benefits
“Great service from Neil, he gave us a great advice, was very professional and helpful. Would definitely recommend.”
Charles Derby Financial Services
“The accountant I had was Cheryl Fisher, she provided an outstanding service, walked me through everything and the final result was far better than expected. A1 quality of service. Even better value. Extremely professional. Very responsive. I would recommend Cheryl Fisher and Charles Derby to anyone. In fact, I’ve recommended them to my sister. Thank you very much for your service.”
WillU Financial Group
“Whilst I have very simple international currency needs, WillU handles them extremely well, with no hassle whatsoever. Highly recommended.”
North Star Accounting
“Tania has been amazing. She's patient and supportive and has helped me no end in starting out on my own. I'm so pleased I found her, and couldn't recommend her more highly.”
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