BEST RATED » LONDON » FINANCIAL SERVICES

3 Best Financial Services in London, UK

Expert recommended Top 3 Financial Services in London, UK. All of our financial services actually face a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. Only the bee's knees!

FIRST WEALTH LONDON

6 Broadstone Place, Marylebone, London W1U 7EN Directions

Since 2009

Here’s The Deal:
First Wealth London aims to inspire ideas, create confidence and give you the freedom to live life. Their award-winning lifestyle financial planning program helps the clients know, reach and maintain their desired lifestyle, without the fear of running out of money. The firm provides a wide range of products and services for both personal and corporate clients, which are created to maximise your ability to obtain financial planning success. Anthony Villis is the managing director of the First Wealth London. The team includes nine members, including practice manager financial planner, head of marketing and relationship management, technical analyst and client relationship manager. They are driven, dynamic and determined; they delight their clients with their passion and enthusiasm for what they do. First Wealth London offers a free video consultation.

SPECIALITY:
Inspirational lifestyle, Financial and Tax Planning, Modelling, Financial Coaching, Asset & Wealth Management

£Price: Standard financial plan - £2,000
Financial Plan with one additional legal entity - £3,000
Financial Plan with two additional legal entities - £4,000
Financial Plan with three or more additional legal entities £5,000

Registration #11343740

[email protected]

firstwealth.co.uk

Reviews | Play Video

Mon - Fri 9:00 am - 5:00 pm
Sat & Sun Closed

TBR® Inspection Report:

HOLDER & COMBES LTD

20 Little Britain, St Pauls, London EC1A 7DH Directions

Since 2002

Here’s The Deal:
Holder & Combes Ltd is a financial planning firm that has chartered financial planners in London. They aim to give you the best advice, service and information on investments, pensions, mortgages and protection. The team offers independent, face to face financial advice to both individual clients and small to medium enterprises. Ed Holder and Nick Combes are certified financial planners at the Holder & Combes Ltd. Ed provide advice on all aspects of personal finance, specialising in pension and investment planning. Nick covers the full spectrum of personal finance with a particular focus on Tax and Trusts. They are passionate about assisting people in organising their financial affairs to reach the best possible outcomes, giving their income and savings most efficiently so that their financial goals are met while allowing them to get on with living.

SPECIALITY:
Investments and Funds, Retirement or Estate Planning and Pension Consolidation, Insurance, Mortgages, Wills, Tax Planning & Currency Exchange

Registration #6566662

[email protected]

holderandcombes.co.uk

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Mon - Fri 8:35 am - 5:30 pm
Sat & Sun Closed

TBR® Inspection Report:

PLUTUS WEALTH LLP

9 Bridewell Place, London EC4V 6AW Directions

Since 2009

Here’s The Deal:
Plutus Wealth LLP is an independent and dynamic financial advisory firm that offers a diverse range of advice and wealth management to individuals and companies. Their firm works with its core values of honesty, integrity and client-focused service, and they bring a fresh face and perspective to independent financial advice. Georgina Partridge is the partner at Plutus Wealth Management LLP who has over 18 years of experience as a financial planner. The team has over ten professionals to provide excellent services. Their financial planners have experience in the financial services sector, and they share a similar view of the industries strengths and flaws. The friendly and approachable team brings a wealth of experience and build a long-lasting relationship with clients.

SPECIALITY:
Independent Financial and School Fees Planning, Investment and Mortgage Advice, Divorce and Separation, Tax and Financial Planning & Retirement

Registration #OC342325

[email protected]

plutuswealth.com

Reviews | Play Video

Mon - Fri 8:00 am - 7:00 pm
Sat & Sun Closed

TBR® Inspection Report: