The highest-rated Financial Planning & Wealth Management companies out of 41 vetted & reviewed in the Loughton area.
Learn how we score.
Top-rated companies A-Z in Dallas
Power Up Electric
Highlights Chicago Electrical Services
Sapphire Electric
Noteworthy finalists A-Z in DallaS
Power Up Electric
Highlights Chicago Electrical Services
Sapphire Electric
Learn how we score.
Prominent finalists A-Z in Loughton
Ablestoke Financial Planning
Bambridge Accountants
Broom Consultants
Capricorn Wealth Management
Charles Cameron & Associates
Churchill Knight & Associates
Conran Mortgages
David Smith Financial Services
F9 Consulting – Accountants Canary Wharf
First Wealth
Glazers Chartered Accountants
Hightower Wealth Management
Humboldt Financial
IFS Wealth & Pensions
Investment Quorum
Just Us Financial Solutions
Legend Financial and Tax Advisers
Lifetime Capital
Moneysprite
My Crypto Tax – Cryptocurrency Tax Advisor
Oasis Accountants Limited
Omer & Company
Rose Capital Partners – Mortgage Advisors London
Tees Law
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David Smith Financial Services
(2)
“My experience over two years is that David Smith Financial Services provide excellent professional advice. They are very prompt and keep you up to date regularly.”
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Hightower Wealth Management
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Oasis Accountants Limited
(50)
Business accounting, Oasis Umbrella , Wealth Management
“Exceptional Accounting Services and Outstanding Customer Support
Over the past year, I have had the pleasure of working closely with Oasis Accountants, particularly with Phaneendra Battu. My experience has been nothing short of exceptional.
Phane...”
i
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First Wealth
(50)
Cash Flow Modelling
“I have been a client of First Wealth for many years during which time I have found their advisors both professional and approachable. I have a review on a regular basis during which time I set out my goals and objectives. Five years ago I had a dream...”
i
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Humboldt Financial
(50)
Financial Planning, Employers, Final Salary & Benefits
“Like most people when approaching retirement I was familiar with some of the facts and ignorant to others. I was also mindful of the horror stories of scams.
I went for a free interview with Pension Wise and they pointed me in the direction of Unbia...”
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Glazers Chartered Accountants
(50)
Personal Tax, Property Investment, Cryptoasset Tax
“I wanted to take a moment to provide feedback on the audit services and others that were recently conducted for our organization Krish Technolabs Limited.
First and foremost, I want to express our appreciation for your team's dedicated and specially...”
“I recently had the pleasure of working with Lifetime Capital and I must say, it was an exceptional experience. From start to finish, the team at Lifetime Capital was professional, knowledgeable, and attentive. I was particularly impressed with Lee, w...”
“It is fair to say that my personal finances were in a bit of a mess
until Paul got hold of them. His expert knowledge of the pensions
arena has helped to transform my fund into one that is now
outperforming the market.
His humorous, engaging an...”
i
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Investment Quorum
(48)
IQ
Ethics
Pension
“I first met the original founder of the company a few years before.
As a former Royal Navy man & a Scot I instinctively felt he was trustworthy.
That man,Lee Robertson, wanted to make a difference in the world of financial advice so set up Imve...”
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Legend Financial and Tax Advisers
(50)
Inheritance Tax, EIS and Seis Services, Tax Investigation
“I used JC Legend to reclaim stamp duty which was over its 3 year lapse period having sold a property. I was doubtful that the full amount would be recoverable. I met with JC and was given full confidence that a proportion or the full amount could be ...”
i
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IFS Wealth & Pensions
(50)
Mortgage
Informative
Confidence
“Back in 2016 after 30 years service I was about to retire, my company pension looked ok but I felt I could do better & wanted to secure the best possible ongoing regular income along with accessible cash availability. So on the recommendation of a c...”
i
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Moneysprite
(50)
Remortgage
Company
First Time Buyers
“It's quite hard to put into words the incredible experience we had with Justine at Moneysprite. As first time buyers, with fairly complex circumstances, Justine helped us navigate our way through the process of buying our first home. As complete no...”
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Capricorn Wealth Management
(50)
First Time Buyer
Policies
Job
“Romeo - simply the best!
As first-time homebuyers with little understanding of how mortgages work, we were incredibly fortunate to have Romeo as our mortgage broker. From the very first consultation, he made us feel at ease, taking the time to exp...”
“I needed a review of current insurance policies. Advice on savings and investments. I have known Devin for a number of years and have a good relationship. I find him to be an honest person with high integrity which gave me confidence in allowing him ...”
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Conran Mortgages
(50)
Professional
Selling
Expertise
“Come for the free professional advice, stay for the incredibly lovely service. Simple.
I was in search of a mortgage for my off-plan property set to complete in a few months. After consulting various brokers and utilising online mortgage services,...”
i
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Charles Cameron & Associates
(50)
Remortgage
The Offer
Period
“I would highly recommend Charles Cameron & associates to anyone.
I worked with Kris and Olivia and could not be more grateful to them for the service and support they provided me with.
As a first time buyer who had been back and forth on the prop...”
i
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Rose Capital Partners - Mortgage Advisors London
(49)
Remortgage
Individual
Efficient
“"I recently worked with Rose Capital Partners - Mortgage Advisors London for the second time and my experience with them has been consistently excellent. Their team is always thinking ahead and stays in close touch with solicitors, ensuring that the ...”
i
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F9 Consulting - Accountants Canary Wharf
(37)
Limited Company Accountants, Specialist Insolvency Advisors, Business Consultants
“I've been with F9 for over 2 years now and i'm really glad that I chose them. They came highly recommended by a friend that said they had made contracting 'easy' for him. My experience has been great - Anthony, the accountant handling my company, is ...”
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Omer & Company
(50)
The Complete Service, Company Secretarial Services, VAT Returns
“I recently inherited an apartment which I am renting out, causing me to submit a tax form which I've never done. Omer were recommended to me by a colleague. I have to admit I was slightly anxious about preparing paperwork, financial issues are defini...”
“I recently signed up with Churchill Knight Umbrella and I couldn't be happier with the service I've received. From the moment I reached out, the staff went above and beyond in assisting me with all my queries. They patiently explained how the payroll...”
i
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Bambridge Accountants
(47)
Team
Stress
Expat
“As an American living in London I need to file taxes both in the US and UK. Bambridge Accountants have the knowledge to handle all of this and provide a high quality of service at a reasonable price. I personally met Alistair and Callie when I starte...”
i
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My Crypto Tax - Cryptocurrency Tax Advisor
(49)
Tax Compliance and Reporting, Tax Investigation Fee Protection, Consulting and Advisory Services
“If I'm honest I didn't really keep up to date with my Crypto taxes and I had many transactions that required organising for submission. Moving from a bull market to a bear market added to my anxiety about submitting taxes too as I wasn't clear about ...”
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Tees Law
(41)
Team
Money
Conveyancing
“I have always been very wary of the legal profession having had some very poor experiences in house purchase, marital and car accident actions.
In March 2015 I was admitted to the Princess Alexander hospital for what I thought would be a routine gal...”
“I was recommended to reach out to Broom Consultants by a friend regarding refinancing my main residence. Within less than 24 hours I had a chat with the senior consultant there Stephen Smith who was able to explain the process, provide a range of fea...”