3 Best Financial Services in Kingston Upon Hull, UK

Amy explained everything very clearly and understood my situation and plans perfectly to suit my needs. I will be reassured that my future security is in good hands and I have someone on my side who is very responsive when I have concerns. To myself who’s admittedly awful at finances, I now understand things much more clearly. The notepad and pen were a very nice touch and very much appreciated as was the thermal coffee mug.

Amy really took time to learn about our financial goals, ambitions and values and matched solutions very thoughtfully. Her aim is to develop a longstanding relationship with all her clients and take them through their various stages in life. Her personalised care and attention differentiates Amy from others. She listened and translated financial solutions that reflected our personal wishes. She is friendly and no question is too silly. We have enjoyed regular face to face meetings for over five years now and always feel 100% confident in the advice given. We have no hesitation in highly recommending Amy Gray Wealth Management. Sharon and Gary

Amy brought a wealth of knowledge and professionalism when we met. Explained in a relaxed manner with all questions answered. Amy found the right portfolio for my wife and me that suited our risk profile. An outstanding professional.

Dan at Morgan Williams and Co was extremely knowledgeable and helpful and provided comprehensive advice for our financial situation. Dan was very honest and trustworthy and advised us that at this stage, any paid advice that could be provide would not be financially beneficial. However, Dan continued to provide free advise in relation to our current situation that was very helpful. I cannot recommend Morgan William & Co enough and we will definitely return for any future financial advising needs.

The whole team are a joy to work with. The welcome is always warm and the advice is communicated in such a way to help understand the sometimes complexed financial market. I have been with this practice for sometime now and have complete trust and faith in them regarding my financial goals.

I cannot praise this firm highly enough. Some time back following some shady advice my husband and I placed a pension into what turned out to be a scam. A colleague recommended we speak to Dan at MW. So glad we did. He not only got us in a place where we could access what was left of the funds but actively raised the issues within the financial world seeking to ensure it doesn't happen to others. When it was established our best course of action was to take the funds he would not charge us for the time he had spent because we did not need his ongoing support in connection with those funds. He has restored our faith in financial advisors and human beings in general. Morgan Williams clearly operate with decency and integrity putting their clients interests first. Thanks so much Dan.