We approached Julian and Alison after seeing them advertised on Unbiased and we found their work and advice extremely helpful and satisfactory to our needs – we would use them again!
A Head – Lawyer. W1
London Wealth Management responded very promptly to my initial enquiry and I was offered an appointment really swiftly to discuss my requirements. Julian took great time and care to understand my financial goals and values and over several meetings provided bespoke advice that focused on my particular requirements. I appreciate the genuine and ongoing concern for my wealth management. I have found his approach to be extremely proactive and professional but also friendly and supportive. Great service. Thank you.
Ms BR, Battersea – SW8
I came to Julian and London Premier Wealth Management with scant information about pensions and personal investing. All I knew was that I wanted to prepare for the future and I wanted options with a sustainable focus. Not only did Julian provide these options to me, to my great satisfaction, but he also took the time to educate me. I now have a greater understanding of pension funds, how my money is invested and how I am exposed and protected from risk. Thank you, Julian!
Isabel Koenig-Woodroffe – Graphic Designer, E8 2NW
Being new to financial advice, I was keen to find an organisation that would work for me. I cannot fault London Premier Wealth Management’s patience in ensuring that I understood all of my options, and once I had made a decision, understood what was happening to my finances throughout the process. I felt like I had plenty of face-to-face time with my advisor, and felt that I was given as much time as I needed to discuss any topics that arose. I would highly recommend London Premier Wealth Management to others.
Euan. Shearer, British Museum – WC1
I received a very quick response to my initial enquiry and an immediate appointment was made to discuss my requirements. I was given very professional, informative, helpful and friendly advice by Julian and he ensured I was totally satisfied with service provided by him. He has been so supportive, and we have met on several occasions to ensure I fully understand my future financial plan. First class service. Thank you.
M Butler, Worcester Park, Surrey
Even having a veteran career in finance, I did not realise how difficult transferring a Final Salary Pension for the correct price with someone I could trust would be. Using unbiased, I spoke to four companies and received three quotes. I chose Julian at True Potential Wealth Management, whom with an associated partner at Parker Lloyd, Philip Knapton took the incredibly difficult process off my hands. The process was seamless, professional and ahead of expected completion date, as well as being on budget. Excellent communication throughout the whole process, I would thoroughly recommend them.
John Meager, Kensington