Taking the stress out of planning for your future
At Thomas Oliver UK LLP, we are a specialist Wealth Management company based in Hertfordshire and London, and part of the Kings Group of Companies. Formed in 2009, our advisers have a collective experience of over 100 years in the Financial Services Industry. Our team of expert Financial Advisers in London and UK-wide provide comprehensive services to help individuals and businesses achieve their financial goals. Our specialist services include Retirement Planning, Investment Planning, Estate Planning, Inheritance Tax Planning, Mortgages, Protection & Insurance, and Pensions.
Our expert Financial Advisers take the stress out of planning for your future by providing tailored advice and guidance to help you achieve your financial aspirations. We understand that every individual has unique financial goals and objectives, and our experienced advisers take the time to understand your needs and provide personalized solutions to help you achieve them.
Our Services
Our comprehensive range of services includes:
- Retirement Planning: We help you plan for a secure and comfortable retirement, ensuring that your financial goals are achieved.
- Investment Planning: Our expert advisers provide tailored investment advice to help you grow your wealth and achieve your financial objectives.
- Estate Planning: We ensure that your final financial wishes are met with careful and compassionate Estate Planning.
- Inheritance Tax Planning: Our expert advisers help you minimize inheritance tax liabilities and ensure that your loved ones receive the maximum inheritance possible.
- Mortgages: Our friendly mortgage brokers can help you make an informed choice of mortgage for your new home.
- Protection & Insurance: We provide guidance on protection and insurance products to help you protect your loved ones and your financial well-being.
- Pensions: Our expert advisers help you make the most of your pension pot and achieve your retirement goals.
Our Process
Our process is designed to be clear, transparent, and tailored to your individual needs. We believe in building long-term relationships with our clients, and our process is designed to ensure that you receive the best possible advice and guidance throughout your financial journey.
What Our Clients Say
Our clients are at the heart of everything we do, and their satisfaction is our top priority. Don't just take our word for it - here's what one of our satisfied clients has to say: "Fantastic assistance from start to finish through the whole process by the team, special mention to John Pringle who was extremely helpful." - Mr. S, Mortgage & Protection Advice Customer, Tottenham.
Outstanding Service and Expertise
The reviews highlight the exceptional service provided by the mortgage advisors at Thomas Oliver. The advisors, including Gulay Dugunyurdu, Romany Yousab, Marian Isciuc, Sergiu Moldovan, Vishal, Tom, and Thomas Wheatley, are praised for their expertise, professionalism, and dedication to helping clients achieve their mortgage goals.
Key Strengths
- Efficient and Thorough: The advisors are commended for their efficiency and thoroughness in handling clients' cases, often exceeding expectations and providing quick responses to queries.
- Knowledgeable and Helpful: The advisors are described as knowledgeable, friendly, and helpful, providing excellent guidance and support throughout the mortgage process.
- Excellent Communication: The advisors are praised for their excellent communication skills, keeping clients informed and up-to-date throughout the process.
- Patient and Caring: The advisors demonstrate patience and care, taking the time to explain complex processes and alleviating clients' concerns.
Exceptional Service from Individual Advisors
- Marian Isciuc: Reviewed by multiple clients, Marian is consistently praised for his expertise, professionalism, and helpfulness.
- Sergiu Moldovan: Sergiu is commended for his exceptional service, going above and beyond to help clients achieve their goals.
- Vishal: Vishal is praised for his excellent service, providing thorough guidance and support throughout the mortgage process.
- Thomas Wheatley: Thomas is reviewed highly for his knowledge, professionalism, and dedication to clients' needs.
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