Wealth transfer planning in London
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Unique Wealth
● Closed“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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Delaunay Wealth Management
● Closed“Fantastic service! i have felt constantly that i am in good and trustworthy hands, which is good as I am not financially that savvy. Lloyd has been patient and concise explaining everything in as much detail as possible.a very knowledgeableand professional experience all round. Thank you. i can stop worrying!”
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Hampstead Wealth Management
● Closed“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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Paradigm Norton Financial Planning
● Closed“I had a free session as part of Financial Planning week from Paradigm Norton. I was extremely impressed with the service. The planner made sure to understand my financial situation and goals before offering excellent advice on my investment and savings plan. I left feeling a lot more confident with my strategy and would highly recommend their services.”
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Andrew Brooks Wealth Planning
● Closed“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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1825 Financial Planning - Private Client Management
● Closed30 Saint Mary Axe, London EC3A 8EP, United Kingdom -
Bryant Hall Todd Wealth Management Ltd
● Closed42 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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Pilgrim Wealth Management Ltd
● Closed67a High Street, Walton-on-thames KT12 1DJ, United Kingdom“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.”
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Williams Wealth Management
● Closed“A well established practice built on trust, helping you to make the most of tax saving & investment opportunities. Providing advice which is centred around you. Please feel free to contact me for a bespoke solution. Services: - Inheritance tax planning - Mortgages - Investments - Pensions - Retirement planning - Insurance/Protection - Business Planning - Tax Planning - Image Rights Thank you for taking the time to read this brief description. I look forward to hearing from you. Tom Williams”
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Gold Wealth Management Ltd
● Open“Gold Wealth Management are highly recommendable. For well over 5 years I have enjoyed working with their trusted advisors on how best to manage my wealth. They work in a professional manner with a personal touch, which gives me great confidence and trust in their ability. Their communication is fantastic and they are always in contact with me to keep up to date with my circumstances. I would like to thank the team for the magnificent service I have received to date.”
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Sheena Parker Wealth Management
● Closed“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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Gilmour Quinn Financial Planning Limited
● Closed2 Station Approach, Staines-upon-Thames, Staines-upon-thames[11] TW18 4LY, United Kingdom“Many thanks to Paul, Kim, Ben and David for your thorough and professional service throughout. Gilmour Quinn have provided me with advice on: * Residential Mortgage * Limited Company Buy-to- Let Mortgages * Income and Protection Insurance I cannot fault this company and would recommend them to anybody who seeks financial advice.”
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![Photo of Gilmour Quinn Financial Planning Limited - 2 Station Approach, Staines-upon-Thames, Staines-upon-thames[11] TW18 4LY, United Kingdom](https://lh3.googleusercontent.com/places/AJQcZqJzOnPbC5RR7W7g1_fOf2S437qqPDmRn9GVMp1digI6TH_B9LiRl4_LtaIyGTSje0zN0dudjsyxLP9HocUrUsYLuTXxe8Q2gOA=s400-w80 "Photo of Gilmour Quinn Financial Planning Limited - 2 Station Approach, Staines-upon-Thames, Staines-upon-thames[11] TW18 4LY, United Kingdom")
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