View Profile

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 ...”

i

View Profile

Fundamental Asset Management

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 A Fundamental AIM portfolio is a selection of shares held and owned by the client which can be withdrawn in full or in part if the client requires the funds.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

i

View Profile

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...”

i

View Profile

Searchlight Investments

i

View Profile

Paul Richardson

i

View Profile

Jon-Paul Hardy

i

View Profile

Trusted Strategic Planning

i

View Profile

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 ...”

i

View Profile

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.

i

View Profile

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...”

i

View Profile

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...”

i

View Profile

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...”

i

View Profile

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...”

i

View Profile

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...”

i

View Profile

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...”

i

View Profile

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 ...”

i

View Profile

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...”

i

View Profile

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....”

i

View Profile

KDW Financial Planning

(48)

Mortgages, Pensions, Assurance

“Nicholas Turner has been a really exceptional mortgage advisor. I've been really impressed with his sound, calm and knowledgeable advice. We quickly built up a rapport, and he was great at helping us to navigate a difficult process for securing a m...”

i

View Profile

New Start Financial Services

(50)

Rate
Professional
Financing

“We have used New Start Financial for over 3 years. Stuart supported us to find a mortgage during the hyper competitive times during the pandemic period where there were limited mortgages available on a daily basis. There is no doubt that otherwise...”

i

View Profile

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...”

i

View Profile

Scala Financial Services

(48)

Protection, Mortgages, Scala Commercial Services

“copied from the email I sent to Jodi: --------------------------------------------------------- Thank you so much, Jodi. No one in the world, would have given me such a nice advice and direction, which you have given and it's all free! Hard t...”

i

View Profile

Crystal Financial Solutions

(50)

Knowledge
Team
Remortgage

“I am appreciative for the exceptional financial services your organization has provided me. Your dedication, professionalism, and expertise have truly made a significant impact on my financial well-being. From the moment I engaged your services, I h...”

i

View Profile

Capricorn Wealth Management

(50)

Efficient
First Time Buyer
Job

“Krishan helped us find a mortgage for our first home and was extremely helpful at every stage. We had a conversation with him right at the beginning of the whole process and he answered our (many...) questions, gave clear advice on how to progress an...”

i

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

Fundamental Asset Management

Vine Investment Company Limited

Searchlight Investments

Paul Richardson

Jon-Paul Hardy

Trusted Strategic Planning

Advantax Accountants

Greenacre Financial Services

Oasis Accountants Limited

First Wealth

Zinga Financial Services

Cubed Consultancy Limited

Clever Financial Services

Aqua Wealth Management

Glazers Chartered Accountants

Financial Partnership

Globe Independent Financial Advisors

KDW Financial Planning

New Start Financial Services

Ablestoke Financial Planning

Scala Financial Services

Crystal Financial Solutions

Capricorn Wealth Management

Retirement Planning and Investment Management Services in Rickmansworth Cost Estimates

Why these companies made our list

Wealth Management Advisors near Rickmansworth

Popular in Rickmansworth