Sterling North Ltd is an independent and straightforward financial advisory firm in Wycombe. At the helm of Sterling North Ltd are Nicola Millington and Carl Millington, who serve as directors. The firm's advisors are highly qualified and known for their professionalism, diligence, and trustworthiness. They operate as independent financial advisors, mortgage brokers, and protection specialists, supported by a dedicated administrative team. Sterling North Ltd takes pride in its straightforward and upfront approach. Since 2013, they have been dedicated to assisting numerous individuals in achieving both their short-term and long-term financial objectives. Their mission is to help you strategize and maximize your financial resources, covering many areas, including pensions, savings, investments, mortgages, insurance, and more. They are well-equipped to help you determine whether you are currently contributing the appropriate amount, evaluate the performance of your existing pension, and offer guidance on the most tax-efficient methods for accessing your pension funds. Furthermore, they provide various services through in-person meetings with their clients. Feel free to contact them today to schedule your complimentary financial review.
UNIQUE FACTS:
• Free Pension Review.
• Initial Appointment Available.
• Provides Best Solution.
• Independent Financial Advice.
3 Best Financial Services in Wycombe, UK
Expert recommended Top 3 Financial Services in Wycombe, 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.
STERLING NORTH LTD REVIEWS
I had the pleasure work working with Sue on obtaining my mortgage. As a first time buyer this is a very daunting process, Sue put me at ease and literally held my hands through the process until she successfully got me my mortgage offer. Her professionalism, attention to detail, knowledge and expertise are incredible! I would highly recommend Suesan! Thank you Sue
Nicola looked into changing my personal pension and made it all seem so easy with her cheerful uplifting personality this didn’t seem as daunting as I first thought. She is now looking into changing my life cover. Her plain speaking pleasant attitude makes you feel at ease and make matters which we do not always like talking about a simple task.
Nik was brilliant when helping me with my mortgage. Highly knowledgable and always comes prepared. She breaks things down really easily so it’s understandable and always is available to answer any concerns I have. Great service.
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Clearwater Wealth Management LLP has been dedicated to aiding business owners, professionals, high-net-worth individuals, and retirees with assets to understand better how to manage their finances effectively. At the helm of Clearwater Wealth Management LLP is Graham Ponting, the Managing Partner. The firm operates with complete transparency regarding disclosing the costs of utilizing its services. Their mission is to empower families to derive greater enjoyment from life by instilling a profound sense of security regarding their financial matters. Clearwater Wealth Management LLP brings clarity to wealth management and protection, ensuring that the pursuit of a fulfilling lifestyle is thoughtfully balanced with the imperative of preparing effectively for the future. They commit to providing comprehensive information at all client meetings and readily share it upon request.
UNIQUE FACTS:
• Serves More Than 25 Years.
• Bespoke Wealth Management Strategy.
• Sophisticated Financial Modelling Tools.
Speciality:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
CLEARWATER WEALTH MANAGEMENT LLP REVIEWS
Graham is very dilligent in understanding your personal situation and giving advice appropriately. Both Adam and Kim are very helpful and are very quick to respond to any enquiries or requests. I feel very confident that I am getting the right financial advice and can rest easy knowing that I am in good hands. Service is excellent , thank you.
Clearwater uses platforms to provide a wide investment spectrum that is under constant review by them. The team is very helpful and the meetings with Graham Ponting are always interesting and a valuable chance to review ones financial strategy with an expert well versed in the problems of retirement.
Friendly, reliable service and advice - can't fault it and would highly recommend Graham and his team. Feedback through the meetings is useful and reassuring to us. Keep up the good work!
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Eight Wealth Management Ltd operates as a notable financial advisory firm, staffed by a team of seasoned and award-winning financial advisors, conveniently situated on Marlow High Street. Their firm is dedicated to offering an extensive array of wealth management services catering to both individuals and businesses. These services encompass retirement planning, long-term care, wealth protection, inheritance tax planning, investment planning, and corporate planning. Their fundamental philosophy revolves around fostering enduring and trustworthy relationships with their clients. This principle hinges on delivering a service characterized by exceptional quality, unwavering integrity, and a commitment to excellence, which, in turn, bestows their clients with a profound sense of assurance. They specialize in offering clients a tailored, high-level personal service, founded on the dedication to truly understanding their clients before dispensing advice. Their facilities feature designated meeting rooms complete with refreshment amenities for their clients' convenience.
UNIQUE FACTS:
• On-site Services.
• Face-to-face Meetings.
• Consultations And Seminars Available.
• Award-winning Financial Advisers.
• Complimentary Wi-fi & Full Meeting.
Speciality:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
EIGHT WEALTH MANAGEMENT LTD REVIEWS
Lorraine has provided an exceptional customer centric service. Lorraine has her client’s interests at the forefront of any advice given. Lorraine’s ability to listen to my needs and concerns before giving advice is outstanding. I completely trust Lorraine to help secure my future. Lorraine is clearly an expert in her field. I am very thankful to have been helped by Lorraine at this stage of my life.
I was incredibly happy with the support that I received from Eight Wealth Management. Lorraine was professional whilst remaining approachable, assisting me with a private pension and life assurance. I wouldn't hesitate to recommend.
Over the years, Lorraine has provided excellent financial advice to me on both a personal and professional level. I can highly recommend her. She makes things easy to understand, is quick to react and takes the worry out of long term financial planning.
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