First Wealth (London) Limited is a financial planning firm that has achieved the esteemed certification as a B Corp. Founded by Anthony Villis and Robert Caplan, the company has a bold mission to revolutionize the perception of financial services. Their primary focus is to provide award-winning Chartered financial advice, enabling you to optimize your assets, cultivate a healthy money mindset, and confidently bring your aspirations to fruition. With a commitment to excellence, First Wealth serves as a trusted financial planner to 590 families. They take pride in offering transparent, equitable, and easily comprehensible fee structures. Their dedicated team comprises nine professionals, including a practice manager, financial planner, head of marketing and relationship management, technical analyst, and client relationship manager. This diverse team is well-equipped to provide exceptional service, addressing all your lifestyle and financial planning needs.
UNIQUE FACTS:
• Trusted Financial Planner To 590 Families
• Book A Free Video Call
• Online Appointments.
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.
FIRST WEALTH (LONDON) LIMITED REVIEWS
We have been very impressed with Anthony and the First Wealth Team - everyone we’ve engaged with has been attentive, knowledgeable, professional and responsive . . . and friendly too. Our case (like all) has its complexities and it’s been very reassuring to be able to discuss and address them, especially as they have proactively identified additional relevant factors and built solutions into the ‘Grand Plan’. We look forward to continuing and developing our relationship with First Wealth over the coming years as we enter and progress through our retirement . . . !
I love the innovative approach taken by First Wealth. It is a breath of fresh air to speak to a financial adviser whose number one priority is to develop a relationship with the client personally, in order to allow them to understand their life aspirations and tailor the advice accordingly. Working with Scott, Rob & Rob has been a pleasure.
Sam & the team have been incredibly helpful, they set us on such a fabulous path and gave us clear insights on our next steps to create the future we want for ourselves. Thank you kindly Sam! I would highly recommend the First Wealth team if you're looking for financial advice!
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Holder & Combes Ltd stands as an autonomous financial consultancy and independent financial advisor (IFA) situated in London. The central aim of this firm is to furnish you with the utmost guidance and comprehensive information pertaining to pensions, investments, mortgages, and safeguarding your financial interests. At the helm of Holder & Combes Ltd are Ed Holder and Nick Combes, who serve as its Directors. They are dedicated to offering counsel across the entire spectrum of personal finance, with a notable focus on pension and investment planning. The team at Holder & Combes Ltd shares an unwavering passion for aiding individuals in meticulously organising their financial matters, with the ultimate goal of achieving optimal outcomes. Their commitment extends to providing impartial face-to-face financial advice, catering to both individual clients and small to medium-sized enterprises. Their approach is characterised by a dedication to simplifying advice, consistently surpassing expectations, and ensuring clarity in all financial matters.
UNIQUE FACTS:
• Certified Financial Planner
• Online Consultations
• Personalised Services And Plans.
Speciality:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
HOLDER & COMBES LTD REVIEWS
Having decided we needed professional advice to find the best path for a secure retirement we contacted Scott. He carefully listened to all our future plans and from a multitude (muddle!) of ‘possibilities’ he created three clear and realistic plans that were all easy to follow. Being a visual learner I found his colour coded slides really helpful when discussing each plan, and every question had a thoughtful answer that managed our expectations. Having taken all his advice we now feel we have a sensible plan that fits with our needs, and has given us the peace of mind we were looking for.
I deal with Nick Combes and despite probably being his worst customer he makes me feel like number 1! Professional, precise, skilled and attentive. Perfect. Justin Al-Kaisy has just helped us with an extremely complex re-mortgage and despite very adverse market conditions has delivered both on time and in line with requirements. Expertise at its highest. Very very easy recommendation.
I have been very pleased to have been recommended to Holder & Combes. My first meeting with Scott, he put me at ease and I certainly feel more empowered and informed regarding my future pension situation and my options for better investing! Ben, their accountant has been very helpful too.
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Buckingham Gate Chartered Financial Planners is a distinguished and award-winning independent firm specializing in Chartered Financial Planning. Their office in Central London is conveniently located just a short five-minute walk from Charing Cross Station. The core of their team is dedicated to providing clients with lucid and succinct financial planning guidance, and they take immense pride in their unwavering commitment to delivering exceptional client service. At Buckingham Gate Chartered Financial Planners, their overarching mission is to empower clients and their families, enabling them to relish their wealth while achieving genuine financial peace of mind. They offer a comprehensive, all-encompassing service that merges expert estate planning, retirement planning, and investment management into a seamless, 'one-stop' advisory solution. Their approach is characterized by thoughtful inquiry, straightforward counsel, and the ability to discern the most fitting financial solutions tailored to your unique needs.
UNIQUE FACTS:
• On-going Financial Planning Relationship
• Long-term Financial Planning Goals
• On-site Services.
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Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
BUCKINGHAM GATE CHARTERED FINANCIAL PLANNERS REVIEWS
Matthew Smith at Buckingham Gate is very professional, knowledgeable and efficient. He provides excellent financial planning advice on many topics, without trying to upsell or pressure you into high commission products, which is rare in my experience. His communication style is clear and helpful. I would highly recommend using him.
My wife and I had reduced financial outgoings when we moved from a large country house to a small flat in London. This meant we were able to be more flexible about disposing of income-earning assets in terms of potential inheritance tax. We still have reservations about actively parting with assets because we are uncertain about the national and international financial situation. But we have been more than happy with the advice and expeditious actions taken for us by Buckingham Gate in forming trusts which will protect our younger generations from IHT liabilities. Buckingham Gate have been good at being available for questions and keeping us informed.
We have had excellent advice from Matthew and team, all progressed in a clear plan on pensions, investments, IHT, etc. Very timely replies to all queries and useful annual reviews taking into account the latest legal and financial requirements. Over the years we've worked with many advisors, but Buckingham Gate has been the best for us, by far.
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