Top 30 Best Wealth management services in London
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Blackheath Sports Clinic: Expert Osteopaths in London
● Closed“The Best Osteopath in London! I have been coming to Dr Christoph for 2 years now and I feel like a new person each time I leave his clinic. As an endurance athlete I often suffer from injuries in various places, including dislocated SI joint, hip problems and a dislocated ribs in a thoracic spine... Dr Christoph has been able to treat every one of them, each time. He also offers acupuncture and his hands are truly magical. Always a positive attitude and a very pleasant atmosphere. This is a best place you can go to! Very highly recommend!”
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First Wealth
● Closed“Since starting work with First Wealth, we have been absolutely delighted with the service that we have received from all the team. Consistently efficient and professional, Scott, Rob and Frazer go above and beyond to ensure that we receive the best possible service and have made a process that would have taken us years had we tried to do it ourselves, much less of a daunting challenge. We look forward to working with the team for the foreseeable future!”
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FSB Insurance Service
● Closed“Our insurance renewal was coming up and I decided to reach out to FSB Insurance Service (as FSB in general have been brilliant). This was no different and Paul Mayhew was so helpful from my initial enquiry through to sign off. I don't have extensive insurance knowledge so I had a lot of questions but Paul was patient and answered everything I queried in a prompt and professional manner. Insurance is something that I've always found very stressful and time-consuming but Paul certainly changed my perception of this throughout this experience. I could not recommend FSB Insurance Service highly enough and will certainly be sticking with them - thank you so much for everything.”
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Custodia Financial Services
● Closed“I have instructing Custodian for close to tow years for all my work and there is one word that best describes their service: "Excellent!" I have been very impressed with Viral Patel. he is an absolute pleasure to deal with, he is very attentive and has a can-do attitude. He provides first class service and will always reply to your emails, return your calls etc but above all he give very professional and objective advice. He takes great care to ensure that you are provided with the products that meet your needs. Highly recommended.”
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Aegis Life Financial Services
● Closed“My experience with Aegis Life Financial Services was wonderful. Felt listened to throughout, was treated with care and with patience, making what is often times a daunting process of sorting insurance smooth sailing. A massive thanks to Yogesh and the team for all their help. Would highly recommend!”
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ARK Wealth Advisers - London
● Closed“We were really in an very complicated stage in our Credit score level and everways we were less qualified for a mortgage. But once we met Mandip we really came to know what mistakes we were doing .He is very Professional person and his advice brought us a confident that we also can buy a house. And YES it took about 6 months but I would say it was worth waiting that much of time. We would have not made it to our Dream house without Mandip 's valuable advice and Support. Thanks to Mandip ARK MORTGAGES.”
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Line Financial Services
● Open“I was about to renew my mortgage through Halifax, as I thought it would be easy and they’d give me a preferential rate being an existing customer. I thought I’d quickly check with Tom first to see if he could find me a better option and he managed to get me a new mortgage for 1% cheaper than Halifax were quoting me…and it was even with Halifax. Well worth dropping him a line just to check before you renew your mortgage, as it saved me hundreds every month”
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360 Financial Services
● Closed“I was recommended 360 Financial services by my brother and sister in law and I will definitely be recommending them to all my friends and family. Big thanks go especially to Charlie and Gemma for all their hard work over a challenging 2 years to secure me my mortgage and get me into my new home. They were always on the end of the phone or email to answer my questions and nothing was ever too much trouble. I cannot express enough how grateful I am to you both. Thanks again.”
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Roxborough Wealth Management
● Closed“Would highly recommend Roxborough. Could not thank Stephanie enough for all the help and guidance she gave us to buy our first home. Trusted every advice that she gave even months before we started house hunting. She kept us up to date with our mortgage and had a lot of patience explaining the whole process. She pointed us to a fantastic solicitor which everyone together managed to get us exchanged after 5 weeks of putting our offer in and completing a week later. Overall, she has made our first time buyer experience a stress free and smooth process.”
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Elmwood Wealth Management
● Closed“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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Lloyd O'Sullivan Financial Services
● Closed“Great overall experience dealing with Dean Boyd for mortgage advice. His professional yet caring approach was invaluable at such a stressful time. Really helpful, insightful and detailed advice that made getting a mortgage a pain free process. Would recommend to anyone looking for financial or mortgage advice as this really was a fantastic service all round. I’ll certainly be using Lloyd OSullivan’s and Dean again in the future.”
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Holland Hahn & Wills: Wealth Management
● Closed“HHW have managed my investments for a number of years now and always provided me with detailed performance reviews, sound financial advice and a flexible long term financial planning strategy in a friendly and helpful atmosphere. Great team of people looking after me.”
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Capricorn Wealth Management
● Closed“Capricorn, but in particular Mr Mason Elliott, were outstanding for a recent property purchase. The purchase was more complex than usual, but Mason went above and beyond to understand my finances, negotiate with lenders on my behalf, and in the end I received an excellent offer. The professionalism and knowledge Mason demonstrated consistently was exceptional. Moreover, the work ethic, honesty, communication and going above and beyond to help me was something seldom experienced. Would highly recommend Capricorn and Mason in particular.”
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Clara Wealth Management, IFA Chiswick
● Closed“We had some very specific financial requirements, for which we needed Patryk's expertise. His knowledge of the financial products in the marketplace was excellent, as was his understanding as to what best fitted our needs. No doubt his considerable experience of financial markets leaves him ideally placed in helping his clients. Excellent all round.”
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London Financial Advisors Limited
● Closed“I have used Harri's services for a number of years and recommended him to everybody. His advice is always spot on, he works quickly, and has excellent client care skills. He is able to anticipate any issues and works with you to resolve them efficiently - always at the end of the phone and turns things around quickly. I will be using his services for years to come.”
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Gem & Co Financial Services Ltd
● Closed“I have been with Gem & Co for 10+ years. Within those years I have not had one single worry or problem. They really are a brilliant financial advice and planning outfit Elliott is a consummate professional and his team responsive and efficient. The advice given and investments made have been sound and they have helped me achieve my targets for early retirement. I cannot recommend the services of Gem & co more.”
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Arkenstone Wealth Management Ltd
● Closed“Like most first time buyers I embarked on looking for a property by beginning my journey of trying to find a mortgage broker to assist. I reached out to c. 10 different mortgage brokers and Arkenstone were the quickest to come back and also provided the most comprehensive initial advice. I was genuinely impressed with their hands on approach and despite handling multiple cases you always felt like your case was important to them. This level of service continued throughout. Rowan Howse was our main contact throughout and was responsive on calls and emails whenever we needed him. He handled all the application with ease. In my case I had a complex situation, up against a strict time deadline, that required an experienced and hands-on approach from the advisor - this was not an issue for Rowan and Arkenstone. As a first time buyer, I can understand the nerves and anxiety people go through whilst applying (and the wait in particular!). Rowan handled this expertly and always put us at ease having multiple back-up plans and varied approaches and staying in regular contact. I can't recommend the team enough and in particular Rowan, in conjunction with Simon. I will use them going forward for all other wealth management requirements. Thanks to the team for a great job!”
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Financial Partnership - London - Accountants & Business Advisors
● Closed“Very helpful and prompt advice. The company was fast to respond to my original enquiry on the same day and I got to chat to one of the experts (Jay) within an hour. He was very helpful and accommodating , and gave some useful pointers. I would recommend to work with/engage with this business.”
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Fernbank Wealth - Chartered Financial Planners/Advisers.
● Closed“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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IFS Wealth & Pensions
● Closed“I had the most efficient service ever. The broker, (Alan Chan) is very professional and very polite. He updates you promptly with what is happening. I can only leave him a 5 star feedback for his efficient, and effective service and professionalism, no more no less. Highly recommended.”
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Richard Abbott - Fernbank Wealth - Chartered Financial Planner & Fellow/Adviser
● Closed“I was in a financial pickle and I went with Richard because of a friends recommendation. Richard has helped me to get back on track with my finances with some short and long term goals. Thank you so much.”
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Oakmount Financial Services Ltd
● Closed“Great Customer Services, Professional and Dedicated team. Pam, thank you so much for your professional help and advise in the best interest of customers and looking after us for so many years. I would definitely recommend friends and family to Oakmonunt Financial Services.”
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Starck Uberoi Wealth
● Closed“Highly recommend and thank both Jamie and Sam for all their help towards an easy mortgage offer and smooth journey to completion and now in my new house”
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Rosehill Financial Services
● Closed“Could not recommend Sam Ewen, Nichole Wimble and the whole Rosehill team enough. Throughout our house buying, they were courteous, informative and made the whole process that much smoother for me and my girlfriend. It was our first time buying, and we had many difficult parties and stakeholders to deal with - Rosehill were not part of that cohort. They helped us, provided regular updates and we really felt more at ease knowing we had them there to lean on. They did their job superbly + helped us with tricky requests (which our lawyer was slow to act on). Would be 6* if that was an option”
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Cooper & Parks Financial Services Ltd
● Closed“After being recommended by a friend to use Cooper and Parks (David Parks) I knew instantly the service was going to be amazing. David listened to any concerns we had and he found us the perfect mortgage deal. David introduced us to Hayley and from day 1 she was amazing. Hayley updated us throughout our application and assisted with Solicitors along the way. The process was easier from start to finish with their service! We have recommended Cooper and Parks to all our family and friends.”
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A.G.A Tax Services Ltd
● Closed“If you need help professional , be sure to call down A.G.A Tax Services Definitely will help you I recommend. Don't wait .”
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GoForma | Online Accountants & London Virtual Office
● Closed“Really good service and Jawad is a great accountant The freeAgent software is fantastic I recommend it to all UK companies”
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Brookes Accountancy Services
● Closed“After receiving a letter from HM Revenue & Customs I have so many sleepless nights worrying about it, i decided to call Brookes Accountancy, and explain my problem to her and she said please come along and speak to Tammy and she be able to help me. So I made an after couple of days I when to the office and I meet Tammy, she is extremely professional lady and I also found her extremely nice person, and that makes the difference between other accountants. And if I will have any other tax problems I will not hesitate to come back to see Tammy. Thank you once again for all your help.”
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Ace Consultancy Services
● Closed“Phenomenal service provided by Puri Sir. He made sure that the process is fair, persistent and transparent throughout. A very polite and humble human being. I appreciate his analytical skills of making the process so smooth for me and working extra hours on my application by giving it a priority. I highly recommend ACE Consultancy Services. Thank you Puri Sir.”
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Equity London Limited
● Closed“The team at Equity are very helpful and help make my life as a tenant easier, any issues we have they help massively. I would just like to say another massive thank you for all of their support.”
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