Wealth creation strategies in London
311 results found
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Elmwood Wealth Management
● Open“Very happy with my service provided by Elmwood Wealth Management. All aspects of my Investments are explained fully and have met all my expectations so far.”
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Fernbank Wealth - Chartered Financial Planners/Advisers.
● Open“Miles provides clear, pragmatic, well thought out advice. Professional and responsive, he also has the rare quality of being an advisor that takes the time to get to know you, your goals and genuinely wants to do what is best for you, with no sales angle or other agenda, which really sets him apart. He is someone you can trust to guide you through various financial planning decisions and comes highly recommended.”
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Fortuous Limited | Accountants | Ilford | Romford | London | Essex
● Open“really glad to find accountants who are not only great in tax advice but also offer us proactive advice and guide us about our paperwork too. They have made us aware of our finances and how can we manage it well. Our staff is very pleased as they have made the payroll so easy and all of them get the pay in their account without us doing anything. Thank you Fortuous, now we understand our business and without your help it was not possible.”
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London Stock
● Closed“Exquisite cuisine, best in class service with friendly and knowledgable staff who made the whole evening enjoyable. It was my mother in law’s birthday and we wanted to treat her somewhere nice. Having read the incredible reviews, we decided to dine at London Stock. We ordered the tasting menu and the food was honestly the best food we’ve ever tasted. We dined at a Michelin 3-star restaurant (Uliassi) just the month before coming here, and have to say the food in London Stock is far more superior. Not only was the food cooked to perfection but also the presentation was aesthetically pleasing. Thank you for making my mother in law’s birthday extra special. We will definitely come back.”
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Stadden Forbes Wealth Management
● Open40 Grosvenor Gardens, London SW1W 0EB, United Kingdom“Changing mortgage can be a time consuming and sometimes challenging process and it’s something I have always put off. But the team at Stadden Forbes were brilliant. It was effortless, quick and we got a great deal. Would thoroughly recommend and will be using them again.”
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Independent Financial Advisors in Bromley
● Open“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”
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Unique Wealth
● Open“The service we received from Josh Webb was excellent. Talked us through everything we needed to know about our pension plans and then executed and delivered the plan exactly as we had expected. I feel we are now in good hands for the coming years.”
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Lucus Wealth Ltd
● Open“As a retired financial adviser with over 40 years experience I found Lucus Wealth extremely professional and, as important, truly independent. Having fully analysed my attitude to risk I received a personalised report and did not feel shoe horned into a pre-determined package.”
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Hampstead Wealth Management
● Open“I was looking for a highly professional, and focused, personal financial advisory service which provided direct individual attention from an experienced Principal. In Hampstead Wealth I found that service, and soon developed a trusting relationship with someone whose advice reflects my needs and particular level of experience.”
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Vinit Mehta Wealth Management
● Open“Vinit & his team have been looking after our pension and insurance The advise I have received has worked well. I feel secure working with them, and would recommend them to friends & family.”
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Andrew Brooks Wealth Planning
● Open“Excellent service and very friendly. Most knowledgable on products to suit my needs and mortgage was arranged within 4 weeks from start to finish. Would definitely recommend.”
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Strategic Wealth Management
● Open“I have been a client with Strategic Wealth for 10 years and found them to be a professional and client focused provider. They are responsive and accessible with a real desire to understand your financial life goals and work with you to make them achievable within your financial income. I was introduced to SWM by a referral and have been pleased with the service provided. Hence my review and recommendation for you to make contact and see if they are the right fit for your financial planning.”
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Bryant Hall Todd Wealth Management Ltd
● Open42 Saint Luke's Road, Old Windsor, Windsor SL4 2QQ, United Kingdom“We have worked with Charlie and the team for over a year now and always find them to be exceptionally helpful and supportive. Their knowledge, advice and experience is hugely appreciated and the flexibility with which they provide customer care is something too often ignored elsewhere. We look forward to working with them in the years ahead and would strongly recommend their services to anyone.”
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Garry Johnson Wealth Management
● Open12 Tallon Road, Hutton, Brentwood CM13 1TF, United Kingdom“After having the pleasure of working in a professional capacity with Garry and the team and seeing the level of attention and quality that goes into constructing the advice, I would be happy to recommend people use their services.”
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Sheena Parker Wealth Management
● Open“After listening to Sheena's advice, I feel a lot more in control of my finances. Sheena has a way about her that makes you feel at ease and this gave me the confidence to be more proactive with my savings, so thank you!”
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L C Wealth Management
● Open“Luke at L C Wealth Management has a great depth of knowledge and been a massive help at allowing me to understand my financial planning better and ensuring my investments meet my overall goals”
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KNS ACCOUNTANTS - Chartered Accountants in London
● Open“KNS Accounts have been doing my accounts now for 4 years. Throughout those 4 years I have had no issues. Everything is always dealt with on time. Sometimes I have questions in regards to my accounts so I ring the team and always have a lovely phone call and chat about the questions I have, always leaving with answers. Have recommend KNS to my closest friends, as well as to anyone who ever asks me for an accounting team.”
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P&K Associates - Accountant in Edgware, Barnet, Harrow
● Open“P&K were so helpful in getting my corp tax etc sorted out . Done in record time and saved me the stress of it all. I am very happy to recommend them to any small business . Good decent people . Thank you P&K.”
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