Best Financial Advisors in Feltham
The highest-rated Financial Planning & Wealth Management companies out of 48 vetted & reviewed in the Feltham area.
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Corporate Finance, Accountancy Services, Management Consultancy
“Excellent service at a very good price. Very expert and friendly advice. Would recommend to any one.”
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Oasis Accountants Limited
Oasis Umbrella , Business accounting, Individual Accounting
“I had a fantastic experience working with Accountant Venkatesh Jallada for my landlord tax return. He exhibited a high level of expertise, ensuring all deductions were considered, and his communication was clear and prompt. I highly recommend his ser...”
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Asmat & Co | Slough |
Contractors & Locum Accounts, Business Startup, MVL – Member Voluntary Liquidation
“I had a great service by Asmat & Co. They have dealt with my situation promptly and charged very reasonable amount the service. I would highly recommend them. Thank you”
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Resolve Financial Solutions
Financial Planning, Mortgage Planning, Protection Planning
“Jack was incredibly helpful over several online meetings, listening to what I needed, preparing and explaining various options, answering all my questions and always flexible around timings for meetings, fitting in with my working day.
It was a pl...”
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1st Class Accounts
Not For Profit Organisations, Advisory, Audit & Accounting
“Great customer service. Staff was very helpful in supporting me through my difficult time with HMRC. They Listened, acted and I saw results. Thanks 1st Class.”
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Healys
- House
- Team
- Patient
“I dealt with Ryan Williams for four years while my case came to court. Throughout, Ryan's advice, reassurance and calm approach were invaluable and led to an excellent result at court. I would recommend Ryan and Healys LLP without reservation.”
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Starck Uberoi Wealth
Title Split, Mortgages, Financial Planning
“Amazing and completely stress free service from Louise. She kept me updated and answered all my questions. I'm so pleased I managed to secure the mortgage that I wanted. Highly recommend.”
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Strax Capital Legal
- Compensation
- Team
- Work
“We approached Strax Capital Legal to deal with the FSCS to recover losses we had made on properties. They processed a huge pile of paperwork and put together our case. We were assigned a Claim Manager (who happened to be the managing director!) as ...”
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ISA Consortium
Accountants & TAX Advisors FOR Construction Industry
“Sarosh and his team are absolutely first class in every aspect, their knowledge is second to none, their understanding of individual situations is brilliant and their customer service level is through the roof! I have used many accountants in the pas...”
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Bray Wealth Management
- Number
- Advice
- Team
“John Findlay of Bray Wealth Management was recommended to me and has been my financial advisor since 2018. Having never invested before, I greatly appreciated the time John took to discuss the different investment possibilities and review the best pl...”
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Delaunay Wealth Management
- The Future
- Advice
- Team
“Coming from the Finance sector, I am Impressed with knowledge and expertise that not only delivered what was needed, it was conveyed in a manner that was easily absorbed, which was comforting. Professional and courteous to the end and always ready to...”
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Hillier Hopkins
Taxation, Advisory Services, Personal Tax
“I have worked with Hillier Hopkins for years. They are always available to help and are extremely pro active. Any questions or business affairs are dealt with in a timely manor and they always show great initiative. I would recommend them to others.
...”
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Matrix Estate Planning Limited
Probate, Will Writing, 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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Couser Accountants Limited
- Charity
- Questions
- Informative
“I recently had the pleasure of working with Couser Accountants, and I couldn't be more impressed with their services. Despite the short deadline, they managed to help me with all my accounting needs in a timely and efficient manner. Their responsiven...”
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3D Financial Planning
Tax Planning, Financial Planning & Cashflow Forecasting, Equity Release
“I have used Scott and the team and 3D Financial Planning for many years. They originally helped assess our life insurance needs and put me in contact with a mortgage advisor when we decided to rent out our old house when we bought our new home. Sco...”
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PK Group
Wealth Management Services, Financial Planning Services, Property Advice
“Fantastic team who are a delight to partner with. The PK team always keep their eyes on the ball, whilst having an impressive network of expertise at their disposal. Highly recommend!”
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Sterling Gate Accountants in Slough
Confirmation Statement Filing, Accounts Filing Service, Accounting Services
“Really happy with their services. Their processes clear and smooth”
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Woodward Financials
Stockbroker Services, Wealth Management, Financial Services
“I have been using David for a few years now, what can I say. A very nice man who cares and who in my view is streets ahead of the last two financial advisers I have used. I am now enjoying a comfortable secure retirement in some part due to his excel...”
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Citywide Financial Partners Limited
Pension & Retirement Planning, Financial Planning, Life Insurance & Ill Health Protection
“Clinton has been a client of mine, at Adviser Office and moneyinfo for more than 20 years and he has been my financial adviser for nearly all this time. His job is to look after my money, so I can enjoy it, which he does very well. I count him as a f...”
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N2 Asset Management
“I reached 55 and wanted to move my various company final salary pensions into a SIPP. I also had the complexity of a pension in the Netherlands which I was looking to move into a UK SIPP.
Alex created a SIPP and consolidated my various pension funds...”
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Strategic Wealth Partners
“My wife and I were introduced to Strategic Wealth through a long-standing family friend, who has been availing of their financial planning services for some time. Although our tenure as clients spans merely six months, we are thoroughly impressed by ...”
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Dukes Lifestyle Financial Planning
Mortgages, Retirement, Investments
“Adrian has been advising my husband for many years and has helped me since retirement. He gives clear and informative support to help us make decisions to enable us to plan for a future lifestyle that we wish to have. He is both professional and supp...”
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Wellden Turnbull Accountants Surrey
“I have worked with Wellden Turnbull for approximately 20 years. Chris Plumbridge has been my main point of contact during the majority of this time - he is extremely professional, credible and knowledgeable and I would highly recommend using the firm...”
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Knight Wealth Management
“Really helpful and knowledgable. James is happy to talk you through any specific things affecting you (for example I'm recently self-employed and James has been great with advice around this).”
Retirement Planning and Investment Management Services in Feltham Cost Estimates
Why these companies made our list
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