I have worked with Jeremy on many projects over the past five years and have always been delighted with his input and the results achieved. He is personable and professional, a good thinker, able to deliver creative solutions that are practical to implement. I have already recommended him to other people and I know they are also highly satisfied.
BP Sanders & Co. Ltd
BP Sanders & Co Financial Advisers has been working in the heart of the Berkhamsted community for more than 50 years.
As the financial world becomes ever more complex, we see our role as helping you understand how the many changes could affect your financial future.
Our professional approach and focus upon individual needs of each client allows us to offer a personal and friendly service, to both clients and small to medium sized companies, across all aspects of financial planning, including investments, pensions, protection and mortgages.
I provide financial planning to private and corporate clients. My key skills are taking complex situations, and being able to explain them in simple terms so my clients know they can rely and trust me to help them achieve their financial and personal goals.
To do this I use mix of cash flow tools and real-world logic to help people see what their future lifestyles may look like.
I approached Avidity recently in order to discuss my families financial affairs. I was referred to the company by a colleague who assured me of the high quality affordable advice that Avidity provide. I had an initial meeting free of charge where we discussed the correct plan of action moving forward. I couldn't recommend them highly enough and I was pleased with the speed and accuracy in which they carried out my holistic financial plan.
AVENTUR WEALTH MANAGEMENT
Investment Portfolio management
Family and Estate protection planning
Independent, experienced specialist
Clear transparent advice
I cannot recommend my financial advisor enough. Dale Davenport helped to find the best remortgage for me, after looking for some time independently. He is a true professional in his field, explained everything in the finest of detail making me feel at ease from start right up until completion of my remortgage. I personally recommend Dale to anyone looking for any mortgage / financial advice his professionalism and sensitivity is a trait which made me feel comfortable throughout the entire process.
I originally met with Paul Ormerod at there offices in Wingrave (lovely spot BTW). We had previously had a chat on the phone and he had established that he would be able to help and offered me a meeting at his cost. He was very generous with his time and went through how everything worked and gave me an idea of how much income I might be able to get when I retired and the various options as to how I could achieve my goal. He then offered to email an outline plan with details of what the different options might cost so I could have a think about it.We've recently had our first annual meeting and my wife and I have been very please with the returns.Defiantly recommended.Terry.
There are two entirely separate parts to JLM.
JLM Mortgage Services Ltd is an award winning Independent Mortgage Brokers, established in 2002. Headquartered in Hitchin, we have almost 50 advisers located as far south as Brighton and as far north as Aberdeen.
We are hoping to arrange around £1 billion of mortgages this year and are proud winners of the Legal and General Business Quality Award, so you can be very confident in the quality of our advice.
JLM Independent Wealth Management Ltd are Independent Financial Advisers, based in Hitchin and Wimbledon. We specialise in giving straightforward financial advice ion pensions, investments and general financial planning on a fee only basis, as we feel that a combination of commission and independence simply does not work. Our first meeting is always without cost or obligation.
I fell into financial services in 1993, following a degree in English Literature (with a heavy emphasis of Anglo-Saxon). Finding that this did not equip me to do anything other than teach, and not wanting to follow that path, I looked at other careers. The satisfaction of helping a customer with an important financial decision, and then seeing them move through life in a positive way, helped in part by my advice, is really fantastic. I definitely look forward to going to work, which I am told is unusual!
What inspired you to start your own business?
Myself and my best friend became disenchanted by the way in which the corporate world seemed to be moving, when everything was driven by maximising profit rather than doing the right thing by our customers. We decided that you can give proper, honest, straightforward independent advice, where both the client and you gain mutually from your relationship. Some 14 years later, I'm pleased to be proved correct!
Why should our clients choose you?
I've been providing adice for a long time now, and I'm pleased to report that most of the clients that I first dealt with 14 years ago are still clients today. Hopefully, that tells its own story.