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Love Your Accountants

(43)

Finances
Company
Team

“Excellent, friendly and professional accounting services! Love Your Accountants take care of our annual returns and Andy is always quick to answer any accounts questions we have.”

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Bdhsterling

(33)

Confidence
Report
Informative

“I am using Paul Lawson-Tyers at BDH Sterling for a pension transfer. Paul is highly knowledgeable and extremely professional. He has been very responsive and a pleasure to deal with.”

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The Centre Court Partnership

(13)

Team

“Really personable attentive client service with a wealth of knowledge and experience! David and Joanne really made the process efficent and delivered with excellence.”

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Four Seasons Financial Planning

(3)

“I was recommended to Four Seasons by a good friend of mine and was very impressed with all the staff who were friendly and helpful, all my needs were looked into and various investments were set up.”

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Sixty Plus - the Equity Release Specialist

(1)

“Nice experience.”

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Iva.com

(1)

“Keith made my process so easy he showed great empathy and dealt with my case very quickly and was a kind caring man to talk with so glad I chose this company to help me so thanks again Keith”

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Bdh Tax

(1)

“I don't usually bother writing reviews but i have to say I was really impressed by Chris who dealt with my initial enquiry. BDH tax provided a 30 minute consultation free of charge to establish my tax circumstances. I was so impressed by the level of...”

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Bob Rains Wealth Management

(1)

“Amazing, professional service . Always been very happy 5 🌟service . Recommend highly . …”

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Steve Dixon Associates

“It was important for us to work with a consultancy with plenty of experience in the insurance sector and a strong track record of supporting Solvency II implementation. While we spent some time developing our own expertise, using en external resource...”

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UK Credit Solutions

“We specialise in transactions requiring creative structuring. These include transactions in the form of commercial business financing, senior debt financing, mezzanine financing, participating debt, equity capital, joint ventures, asset-based loan, u...”

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Ferguson Wealth Management

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Asmat & Co | Slough |

(50)

Tier 1 Start-Up & Innovator Visas, Covid 19 & Government Assistance, Hmrc Tax Investigation

“A friend introduced me to Asmat last year, after a period of nightmare from HMRC with my self assessment. Staff were very polite and supportive, They gave me a professional and superb service. In less than an hour my problem was solved. I will recom...”

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Oasis Accountants Limited

(50)

Wealth Management, Oasis Umbrella , Individual Accounting

“My filing were handled by Mr. Durga, he was very patient and explained everything thoroughly. Easy to communicate. Am really pleased with the services they offer, and will continue dealing with them in the future as well.”

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Resolve Financial Solutions

(50)

Protection Planning, Mortgage Planning, Financial Planning

“Thank you all so much! You've been fantastic - as a clueless first time buyer you've really made this painless for me. I didn't expect it to all go so smoothly or quickly, so thanks again for everything.”

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1st Class Accounts

(50)

Payroll & Paye, Bookkeeping & Management Accounts, Not For Profit Organisations

“1st Class Accounts have quick responses and are happy to arrange catch up calls as soon as possible. All designated tasks are completed on time too which takes a weight of our shoulders. Everything is completed on time, to a high standard and deci...”

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Healys

(47)

First Time Buyers
Conveyancing
House

“Oliver and Aiste handled my purchase fantastically. They responded to emails efficiently and performed their searches in a timely manner. I had a smooth, stress-free process thanks to them!”

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Starck Uberoi Wealth

(50)

Protection, Title Split, Financial Planning

“Really glad We went with these guys! So professional and gave us full confidence with the whole process! Would definitely use them again and again! Highly recommend!”

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Bray Wealth Management

(17)

Confidence
Number
Team

“Excellent service from a smaller firm that operates in a manner highlighting their strengths of adding a personal touch and demonstrating an active interest in helping you understand how you can achieve your financial goals. John Findlay has done ...”

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Magus Wealth

(27)

Family Consulting, Retirement Planning, Inheritance Tax and Estate Planning

“Literally the benchmark for IFA's - looking after you as well as your future. That's YOUR future, what you want/aspire to, not what they want. Thank you for everything you have done and are doing for me and my family.”

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Delaunay Wealth Management

(17)

Pensions
The Future
Family

“I'm completely ignorant around financial matters. But Lloyd and his team make everything easily digestible while offering expert advice. What's more, he was an indispensable source of practical support during my recent divorce. He's always there when...”

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Matrix Estate Planning Limited

(1)

Inheritance Tax Planning, Probate, Asset Protection / Discretionary Trust

“Text message received from Maureen in Torquay on the 12th of August 2022 I was very pleased u explained things so well thank you once again”

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3D Financial Planning

(3)

Investment Management, Tax Planning, Equity Release

“Honestly cant recommend this company or their employees more! Chloe has been especially helpful!”

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PK Group

(7)

Equity Release, 3 Financial Planning Services, Wealth Management Services

““I have worked with Jean for the past 4 years, benefitting from her advice on pensions, savings, mortgage and life assurance advice. As a working parent and main wage earner, I feel she makes every effort to accommodate my lifestyle, changing circum...”

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Woodward Financials

(4)

Employer Group Schemes, Stockbroker Services, Financial Services

“Fantastic! Really personal service and geared to where we want to be financially. Thank you David!”

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Average Cost	£3010
Minimum cost	£1004
Maximum cost	£8529
Avg Per Hour Rates	£302

Best Financial Advisors in Epsom

The highest-rated Financial Planning & Wealth Management companies out of 64 vetted & reviewed in the Epsom area.

Love Your Accountants

Bdhsterling

The Centre Court Partnership

Four Seasons Financial Planning

Sixty Plus - the Equity Release Specialist

Iva.com

Bdh Tax

Bob Rains Wealth Management

Steve Dixon Associates

UK Credit Solutions

Ferguson Wealth Management

Asmat & Co | Slough |

Oasis Accountants Limited

Resolve Financial Solutions

1st Class Accounts

Healys

Starck Uberoi Wealth

Bray Wealth Management

Magus Wealth

Delaunay Wealth Management

Matrix Estate Planning Limited

3D Financial Planning

PK Group

Woodward Financials

Retirement Planning and Investment Management Services in Epsom Cost Estimates

Why these companies made our list

Wealth Management Advisors near Epsom

Popular in Epsom