Surrey Hills Private Clients - Banstead

Surrey Hills Private Clients: A Comprehensive Overview

Address: 130 Hillside, Banstead SM7 1HA, United Kingdom

Phone: 7891615946

Website: surreyhillsprivateclients.co.uk

Specialties and Other Points of Interest

• Financial planner
• Wheelchair accessible parking lot
• Wheelchair accessible restroom
• Restroom

Expertise and Personalized Service

Surrey Hills Private Clients offers a range of financial planning services to meet the unique needs of each client. The company, led by experienced financial advisor Jamie, prides itself on delivering personalized, tailored advice that provides peace of mind for clients navigating complex financial situations. Jamie's keen understanding of the intricacies of pension management and investment planning has proven to be invaluable for both individuals and families seeking to secure their financial future.

Moreover, Surrey Hills Private Clients distinguishes itself by offering a warm, approachable environment where clients feel comfortable discussing their financial concerns. Jamie's willingness to address queries and provide personal insights reflects the company's commitment to fostering strong relationships with its clients. This dedication to personalized service has earned Surrey Hills Private Clients a stellar reputation within the community.

Accessibility and Facilities

The company's location at 130 Hillside, Banstead SM7 1HA, United Kingdom, is easily accessible, with wheelchair-friendly parking and restroom facilities available for those in need. This attention to accessibility underscores Surrey Hills Private Clients' commitment to serving a diverse clientele.

Testimonials and Reviews

With an impressive average rating of 5/5 based on 6 reviews on Google My Business, Surrey Hills Private Clients exemplifies excellence in the financial planning sector. One particularly noteworthy testimonial highlights Jamie's invaluable support and expertise in managing various pensions and planning for future investments. This sentiment is echoed by other satisfied clients, who praise the company's ability to provide peace of mind and personalized service.

Final Recommendation

For individuals and families seeking a trusted financial advisor who offers personalized, tailored advice and a warm, approachable atmosphere, Surrey Hills Private Clients is an excellent choice. With a strong focus on individual needs and a commitment to accessibility, this Banstead-based company stands out in the industry. To learn more about their services or to schedule a consultation, visit their website at surreyhillsprivateclients.co.uk or contact them directly at 7891615946.

👍 Reviews of Surrey Hills Private Clients

Matthew L.

5/5

Over the past two years, Jamie has been an invaluable advisor to both me and my family. His support and expertise have brought us peace of mind as we navigated the complexities of managing our various pensions and planing how to make our money work for us better. He also played a pivotal role in helping us establish future investments for our children. Jamie's willingness to address our queries and provide personal insights has been greatly appreciated. My only regret is that I didn't engage in these conversations with him sooner!

Lee C.

5/5

I have had my pension since I was 18 and not seen much growth. I was recommended to speak to Jamie and in November 2023 transferred my pension to SJP. Jamie talked me through the plan to improve my pension performance and it has gone very well it has increased by 12% already. I highly recommend everyone looking to get a pension or improve their current one to speak to Jamie.

Emma B.

5/5

Jamie is an amazing advisor, he is honest, clear, knowledgable and polite. I know I am in safe hands with Jamie and can rest knowing that what he advises is good advise. I will always use Jamie for any financial advise I need in the future.

David

5/5

Met with Jamie recently to discuss our financial affairs - Wow! Certainly opened our eyes to the art of the possible of how we can best make our money work for us, more than anyone else has historically. Have listened to his smart advice and am already reaping the benefits. A very clever guy with a nice personal touch.

Lindsey M.

5/5

Excellent, personal service from Jamie at Surrey Hills Private Clients. He was very approachable and provided me with confidence to make informed financial decisions. I will be looking to engage with him regularly for ongoing financial advice.

michael D.

5/5

Jamie was fantastic, I genuinely could not be more impressed with his attention to detail, customer focused attitude, ability to effectively collaborate with other companies and second to none industry knowledge. I would wholeheartedly recommend him to anyone who requires financial services.