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First Thought Financial, Hertfordshire

(47)

Company
Team
Communication

“I've been coming to First Thought Financial for a few years. They look after my mortgage every 2 years and my insurance . I think their service is amazing. From the early engagement before your rate ends to the excellent communication through every ...”

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ISA Consortium

(21)

Accountants & TAX Advisors FOR Construction Industry, Accountants & TAX Advisors FOR Startups

“Sarosh and his team are friendly and approachable. They respond swiftly to calls and emails and will make time to sit and talk through any issues. I especially appreciate the way that I can "say it how it is" at times. They patiently listen and expla...”

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Fundamental Asset Management

“If you are wondering how the results of the General Election will impact small caps, watch Fundamental Asset Management's webinar on Tuesday 16th July at 3pm “False start or are small caps up and running?” Fundamental's Chris Boxall, Stephen Drabwell...”

FAQs

Can a Fundamental AIM IHT Portfolio be used with a Power of Attorney?

Yes. A Fundamental AIM portfolio is a selection of shares held and owned by the client which can be withdrawn in full or in part if the client requires the funds. As such, a court of protection order is not normally required under a lasting POA arrangement.

What is the process for selling investments and how long will I have to wait for settlement?

We do not try to time the market. We will look to sell down holdings as soon as reasonably practicable following receipt of an instruction from the client. Our settlement period is T+2.

When will my funds be invested?

Once funds have cleared, we will endeavour to invest into portfolio companies as soon as reasonably practicable. This is true for business received directly or via platform. Where only model portfolios are available on the platform, investment is normally undertaken either the same day or next working day.

Are the stocks regularly reviewed for BR qualification?

We review our own portfolio holdings and others in the wider market on an ongoing basis. Over the 16 years we have been managing our AIM Inheritance Tax portfolios we have never experienced any concerns from HMRC.

How are adviser fees paid?

For accounts held direct, adviser initial or ongoing fees are agreed with you and your client and communicated to us through the application. This is then facilitated by Fundamental.

More answers can be found on the FAQ page of our website.

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Vine Investment Company Limited

(1)

“We have been with Vine Investment now for three years. The team have made an effort to get to know us and so the service we receive feels very personal. Vine Investment Company has helped us to focus on what we want out of life and is helping us re...”

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Searchlight Investments

“Where a client's circumstances require specialist advice, and the local office does not hold the necessary permission from the Financial Conduct Authority, we can draw on the wider specialist expertise available within Perspective Financial Group Ltd...”

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Create & Comply

“Technology plays such an important part in today's world. Smartphone banking apps, “robo-advice” and other tools are all at our fingertips. Consumers want the most up-to-date, simple, yet effective digital technology – and they want it now. Innovativ...”

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Paul Richardson

“We are dedicated to providing the highest level of service to our clients. We have extensive knowledge and experience in dealing with families, professionals, business owners as well as high net worth individuals.”

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Jon-Paul Hardy

““We appreciate the time he took to get to know us and understand our needs vis a vis ourselves and our daughters. His subsequent advice met our requirements most satisfactorily, especially as regards IHT planning. We would be pleased to recommend him...”

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Trusted Strategic Planning

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GM Financial Group

“Αναλαμβάνουμε την ομαλή εγγραφή της εταιρείας σας στο Companies House, παρέχοντας παράλληλα εξειδικευμένη λογιστική υποστήριξη για την άψογη διαχείριση των χρηματοοικονομικών και φορολογικών σας υποχρεώσεων. Η εξασφάλιση συμμόρφωσης και η τήρηση των ...”

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Ablestoke Financial Planning

(46)

Property Wealth, Wealth Creation, Wealth Preservation

“An hour with Priyesh was probably one of the best hours I've ever spent in my life! He was so easy to talk to and was able to walk me through my current financial situation, including my pension scheme, some very useful budgeting tips and my financia...”

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One Life Wealth Planning

(23)

Understand
Pensions
Feel

“Nick has been helping me with my finances for about 5 years now. He is really good at explaining scenarios , savings and opportunities relevant to my situation. For issues like pensions, investments and Inheritance tax, I feel very out of my depth bu...”

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Matrix Estate Planning Limited

(16)

Inheritance Tax Planning, Will Writing, Wealth Management

“I contacted Graham Hinitt of Matrix Estate planning Ltd recently about helping myself and my mum to set up a lasting power of Attorney. My mum has been diagnosed with a terminal illness and I've been very upset and stressed these last few months. Gra...”

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Advantax Accountants

(49)

Payroll Services, Self-Assessment, Business Startup

“Najam was brilliant with dealing with my tax return, he communicated at a level that was understood, he completed the task that was asked in a calm manner. He undertook all the tasks required in a timely manner and at the agreed quote. Would highly ...”

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Ten Forward Accounting

(4)

Team
Financial

“Luke has been our account manager for many years and the service we receive is always second to none. High levels of professionalism and an approachable communicative manner mean we are really satisfied with Ten Forward (and Luke in particular). He...”

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Subtilis Accountancy

(6)

Vat Returns, Accounting, System Implementation

“During the starting of this year, I have faced a great dilemma in order to perform the financial tasks alongside my core business works. But thanks to Subtilis Accountancy, it has lightened the burden. One of my closest friends has suggested me this ...”

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Sublime Accounting - Small Business Accounting

(4)

Customs & Excise, Advisory Services, Valuations

“Thank you for making my life so much easier!”

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Geneva Wealth

(7)

Financial Advisor
Passionate
Understanding

“To make a long story short myself and Shan have been friends for 23 years, I had always been curious about investing but am dubious of people handling my money by nature. Around 9 years ago when Shan was taking the exams and studying to get into this...”

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Greenacre Financial Services

(50)

Efficient
Remortgage
Job

“After having some doubts we were getting access to the best deals remortgaging our property from out initial mortgage broker, I decided to seek another broker to be sure we could get the best deal. I found Greg via a recommendation and I am so glad t...”

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Oasis Accountants Limited

(50)

Wealth Management, Business accounting, Oasis Umbrella

“I wanted to express my sincere gratitude for the outstanding commitment and dedication demonstrated by Venkatesh Jallada. In my recent experience working with Venkatesh, I had requested the completion of accounts after office hours on Friday. I am...”

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Asmat & Co | Slough |

(50)

Hmrc Tax Investigation, Covid 19 & Government Assistance, Business Startup

“Fron 2020 onwards we had major issues with our accounts and self assessment matters, mainly donw to old accountant age and health issues. Well I was put in touch with Asmat via a friend, all i can say in the first week of taking over, all my accounts...”

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First Wealth

(50)

Cash Flow Modelling

“A massive thank you to Humaira and the rest of the First Wealth Team! Following a very positive recommendation from a family friend, I had some extremely valuable wealth planning with Daniel and Robert. I then decided to transfer my SIPP from Hargrea...”

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Zinga Financial Services

(50)

Investments & Pensions, Home Insurance, Personal Protection

“Our mortgage advisor Aditi Sinha has been a pillar of support for us throughout the entire process of procurement of our property. She is not only extremely knowledgable regarding the various mortgage options relevant for the circumstances of her cli...”

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Cubed Consultancy Limited

(46)

TAX, Bookkeeping & Payroll, Audit & Forensic

“What a pleasure it is to be part of the “Cubed Family” I was introduced through a passion of mine which is greyhounds and since being introduced all of my business matters have been taking care of professionally and efficiently. It's not just the bus...”

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Average Cost	£3552
Minimum cost	£1185
Maximum cost	£10064
Avg Per Hour Rates	£357

Best Financial Advisors in Rickmansworth

The highest-rated Financial Planning & Wealth Management companies out of 37 vetted & reviewed in the Rickmansworth area.

First Thought Financial, Hertfordshire

ISA Consortium

Fundamental Asset Management

Vine Investment Company Limited

Searchlight Investments

Create & Comply

Paul Richardson

Jon-Paul Hardy

Trusted Strategic Planning

GM Financial Group

Ablestoke Financial Planning

One Life Wealth Planning

Matrix Estate Planning Limited

Advantax Accountants

Ten Forward Accounting

Subtilis Accountancy

Sublime Accounting - Small Business Accounting

Geneva Wealth

Greenacre Financial Services

Oasis Accountants Limited

Asmat & Co | Slough |

First Wealth

Zinga Financial Services

Cubed Consultancy Limited

Retirement Planning and Investment Management Services in Rickmansworth Cost Estimates

Why these companies made our list

Wealth Management Advisors near Rickmansworth

Popular in Rickmansworth