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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 A Fundamental AIM portfolio is a selection of shares held and owned by the client which can be withdrawn in full or in part if the client requires the funds.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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Apex Accountancy

(16)

Stress
Team
Forensic

“Rohit & the team are just excellent - very approachable. He clearly explained the LTD benefits and all my tax concerns in a very easy and understandable way. The time spent to discuss, the rapid response times and the well structured accountancy plan...”

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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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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...”

Featured

Considerations for future landlords and property investors The buy to let mortgage market in London is a very popular option for property investors and for first-time landlords too. You may be looking for a long term investment, or an additional monthly income. You may have a property you do not need to sell and would prefer to rent out. Either way, you will need a buy to let mortgage, which Greenacre Financial Services have years of experience arranging. If you are considering a buy to let mortgage in London, then it is important that you are aware of the most competitive mortgage deals available. They are a special type of mortgage allowing a prospective or current landlord to buy a property with the intention of letting it to tenants. This is a great way to earn extra income and expand your portfolio of property. It is important to note that buy-to-let is not as simple as it was a few years ago so it is important to be aware of all of the recent changes. Greenacre are here to advise you.

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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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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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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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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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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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Clever Financial Services

(50)

Who We Are, Privacy Notice

“I would like to thank the entire team at Clever Financial Services for their exceptional service in helping to get an affordable mortgage offer. As a first time buyer completing a RTB application, I had no idea how to go on about things however Bhavi...”

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Financial Partnership

(50)

Book-Keeping, Management Accounts and Reporting, Expat Tax, Accounting

“In over 20 years of being self-employed, I had never encountered an accountancy firm that truly comprehended the various factors surrounding my business issues and could offer me a coherent plan and step-by-step guidance to resolve them. And then I m...”

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Aqua Wealth Management

(50)

Mortgages, Financial Planning, Protection

“I have been a client of the Aqua Wealth Management Team, specifically Ray Tape & Ian Baker for many years. Throughout that time Ray & Ian have provided sound & timely financial advice that has consistently met my needs & attitude to risk. Always acce...”

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Glazers Chartered Accountants

(50)

Financial Services, Personal Tax, Property Investment

“I've been with Glazers for quite a while now, and I'm so so impressed with their service. My main point of contact is Ben Allen. He is so easy to get hold of and is a super lovely person. Customer service is key and these guys have nailed it. It's ...”

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Biz Accounting

(50)

Managing
Team
VAT

“Thiru is extremely diligent and very prompt. He never ignores my call, always answers my email and whenever I have a request he actions it very quickly. They are extremely reasonable (for the amount of work they do) and simply quite understanding. Th...”

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Globe Independent Financial Advisors

(49)

Questions
Mortgage
Equity Release

“We contacted Globe Financial Advisors when we were wanted to buy our home and we're looking for the best mortgage. Mandy from Globe was truly amazing! We were first time buyers so everything was new to us, she guided us through every step of the way....”

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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

Apex Accountancy

Advantax Accountants

Greenacre Financial Services

Asmat & Co | Slough |

Oasis Accountants Limited

First Wealth

Cubed Consultancy Limited

Zinga Financial Services

Clever Financial Services

Financial Partnership

Aqua Wealth Management

Glazers Chartered Accountants

Biz Accounting

Globe Independent Financial Advisors

Retirement Planning and Investment Management Services in Rickmansworth Cost Estimates

Why these companies made our list

Wealth Management Advisors near Rickmansworth

Popular in Rickmansworth