Surrey Hills Private Clients 130 Hillside, Banstead SM7 1HA
About the Business
Surrey Hills Private Clients is a reputable and established financial institution located at 130 Hillside, Banstead SM7 1HA, United Kingdom. With years of experience in the industry, we have earned a reputation as a trusted and reliable point of interest for clients seeking financial advice, planning, and management services.
At Surrey Hills Private Clients, we believe that every individual's financial needs are unique, and as such, we offer personalized and custom-tailored solutions to help our clients achieve their financial goals. Our team of highly trained and skilled financial experts takes the time to listen to our clients' objectives, concerns, and priorities to provide an effective strategy that is right for them.
Our services are not restricted to specific niches or industries; we cater to businesses and individuals from all walks of life. We help in portfolio management, investment management, retirement planning, and tax planning, among others. Our clients trust us to guide them through life-changing financial decisions.
We are located in the beautiful area of Banstead, Surrey Hills, which adds vitality and character to our establishment. Our office environment is modern and welcoming, ensuring that clients feel comfortable and at ease while visiting us.
In summary, Surrey Hills Private Clients is a dynamic financial institution located in Banstead, United Kingdom, that offers personalized finance management and planning services across various industries. Our trusted team of experts is ready to work with you to achieve your financial goals. Contact us today to learn more about our services.
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Location & Phone number
130 Hillside, Banstead SM7 1HA, United Kingdom
Hours open
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"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."
"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."
"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."
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