Top 10 Best Wealth management support in Epsom

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

“Our firm has been a client with DNA for 20 years, and the service provided by Gillian, Ian and the team is first class. I have recommended DNA to our clients over the years, and all been provided with the same high level of service. Their fees are very competitive. I have always felt my business gets far more back than I pay for, with not only excellent tax advice, but ideas and support as the business has grown throughout those years. Looking forward to the next 20 years as a DNA client.”

“We are thrilled with the service we received during the recent purchase of our first home. Responses were super fast and all of the work was extremely thorough. We will definitely be recommending to our friends!”

“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 have nothing but positive feedback for Northwoods. We moved into our home over a year and half ago and the whole rental process wasn’t stressful or anything it went really well. Since living here we had a few bits that needed sorting which like any home that can happen. Both Tracey and des were fantastic they were so quick in sorting it for us and nothing was an issue for them and cannot thank them enough. I would highly recommend them to anyone.”

“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.”

“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.”

“Grayside Ltd is an excellent firm. Highly recommended!”